Adviser and broker representative · Diversify Advisory Services, LLC
Zachary D. Ahlmer
CRD 7128254 · South Jordan, UT
At a glance
Zachary D. Ahlmer is an investment adviser representative with Diversify Advisory Services, LLC in South Jordan, UT, according to the SEC’s Investment Adviser Public Disclosure records. Zachary is also registered as a broker representative.
Current advisory firm
- Diversify Advisory Services, LLCSince November 2025South Jordan, UT · $4.6B in regulatory assets
SEC adviser record
- Registered since
- 2025
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Zachary’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Diversify Advisory Services, LLC
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- David J. Ali Jr.South Jordan
- Jason AndersonSouth Jordan
- John B. AndersonSouth Jordan
- Matthew AngelSouth Jordan · Certified Financial Planner
- Taylor D. AshlandSouth Jordan
- Laura E. BalbackSouth Jordan
- Michael A. BendixSouth Jordan
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