AT
CFP
AT
CFP

Adam Nathan Taylor

29 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness OwnersMedical Professionals
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
4,997 clients
Average Client Portfolio
$506K average
Assets Under Management
$2.5B

Fee Structure

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Location

742 N 530 E, Orem, UT, 84097

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam is an independent insurance agent since 2015, and also owns FirstPurpose Tax, KTC Properties, and KTB Ventures since 2020. Each of these activities requires minimal time.

Employment History
Current Registrations
Diversify Wealth Management, LLC
March 2024 - Present · 1 yr 11 mos
Dfpg Investments, LLCBroker
October 2011 - Present · 14 yrs 4 mos
Previous Registrations
Triad Advisors, INC.Broker
June 2008 - October 2011 · 3 yrs 4 mos
Diversify Wealth Management LLC
January 2008 - July 2024 · 16 yrs 6 mos
Cambridge Investment Research Advisors, INC.
March 2005 - May 2008 · 3 yrs 2 mos
Cambridge Investment Reserarch, INC.
February 2004 - March 2005 · 1 yr 1 mo
Cambridge Investment Research, INC.Broker
January 2004 - July 2008 · 4 yrs 6 mos
Ing Financial Partners, INC
March 2001 - January 2004 · 2 yrs 10 mos
Ing Financial Partners, INC.Broker
December 1999 - January 2004 · 4 yrs 1 mo
Wma Securities, INC.Broker
August 1996 - December 1999 · 3 yrs 4 mos
State Registrations9 states
AZIDMTNVORPATXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Nathan Taylor - Financial Advisor | TrueAdvisor