CW
CW

Chalise Rashae Westenskow

21 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness OwnersMedical Professionals
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

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Location

7440 S Creek Rd, Ste 250, Sandy, UT, 84093-5511

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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 Activities

Chalise owns Chalise Westenskow LLC to manage her Ameriprise business and is a member of Cottages at Pearce Farm LLC for real estate activities. She is also an Associate Financial Advisor with TKSW LLC, dedicating about a third of her time to this role, and participates in Second Saturday Divorce Workshops.

Employment History
Current Registrations
Diversify Advisory Services, LLC
June 2025 - Present · 8 mos
Dfpg Investments, LLC
May 2025 - Present · 9 mos
Dfpg Investments, LLCBroker
May 2025 - Present · 9 mos
Previous Registrations
Ameriprise Financial Services, LLC
December 2004 - June 2025 · 20 yrs 6 mos
Ameriprise Financial Services, LLCBroker
June 2004 - June 2025 · 21 yrs
Ids Life Insurance CompanyBroker
June 2004 - July 2006 · 2 yrs 1 mo
State Registrations4 states
AZIDNCUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Chalise Rashae Westenskow - Financial Advisor | TrueAdvisor