Diversify
Dan Luke is a co-founder and wealth advisor at Diversify, holding the CFP® designation, with a career spanning from 2004 to the present. At Diversify Advisor Network, which includes Diversify Advisory Services, LLC and Diversify Wealth Management, Dan has been instrumental in providing SEC-registered investment advisory services. Prior to this role, Dan worked as a financial professional at The MONY Group from 2001 to 2004. Dan holds a Bachelor of Arts in Finance from the University of Utah's David Eccles School of Business.
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Diversify
Diversify, Inc., and the Diversify group of companies, provide investment, wealth management and insurance services to clients located throughout the western United States. Founded in 2004 by Daniel J. Luke and Ryan O. Smith, Diversify, Inc. offers a personal, independent and diversified approach to financial planning and investment strategy. Diversify, Inc. is a branch office of DFPG Investments, Inc. Securities and Investment Advisory Services offered through DFPG Investments, Inc., a SEC registered investment advisor. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Insurance offered through Diversify Insurance, Inc. Social Media Disclosures: http://www.dfpg.com/social-media/ Check the background of this firm on FINRA's BrokerCheck (http://brokercheck.finra.org/).