CW
CW

Christian Allen Ward

7 Years of Experience
Broker
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

Loading...

Location

9017 S Riverside Dr Suite 210, Sandy, UT, 84070

Get directions

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.

Learn about disclosures →
Other Business Activities

Christian is a traditional guardsman for the Utah Air National Guard, working as an engineering craftsman since 2007. This non-investment related activity takes about 10-20% of his time.

Employment History
Current Registrations
Diversify Wealth Management, LLC
March 2024 - Present · 1 yr 11 mos
Dfpg Investments, LLCBroker
December 2020 - Present · 5 yrs 2 mos
Previous Registrations
Diversify Wealth Management LLC
November 2022 - July 2024 · 1 yr 8 mos
Fidelity Brokerage Services LLCBroker
November 2017 - October 2020 · 2 yrs 11 mos
State Registrations2 states
TXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.