Colin Martin Mansfield

Diversify Advisory Services, LLC

22 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness OwnersMedical Professionals

Diversify Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

105 advisors

Number of Clients

3,698 clients

Average Client Portfolio

$867K average

Assets Under Management

$3.2B

Fee Structure

Location

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

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History

Regulatory History (1)

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Criminal

June 2018

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Colin sells fixed insurance products, including fixed annuities and SPIAs, dedicating minimal time to this activity. He is also a partner at Global Wealth Partners Inc, which is a DBA for the branch office.

Employment History

Current Registrations

Diversify Advisory Services, LLC

December 2023 - Present · 2 yrs 2 mos

Dfpg Investments, LLCBroker

December 2015 - Present · 10 yrs 2 mos

Dfpg Investments, LLC

December 2015 - Present · 10 yrs 2 mos

Previous Registrations

Dfpg Investments, LLC

December 2015 - February 2024 · 8 yrs 2 mos

First Allied Advisory Services, INC.

July 2012 - December 2015 · 3 yrs 5 mos

First Allied Securities, INC.

February 2010 - July 2012 · 2 yrs 5 mos

First Allied Securities, INC.Broker

February 2010 - December 2015 · 5 yrs 10 mos

Metlife Securities INC.

June 2003 - February 2010 · 6 yrs 8 mos

Metlife Securities INC.Broker

May 2003 - February 2010 · 6 yrs 9 mos

Metropolitan Life Insurance CompanyBroker

May 2003 - July 2007 · 4 yrs 2 mos

State Registrations12 states

CACOIDMIMNNCNVORSCTXUTWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.