Benjamin Kevin Chappell

Diversify Advisory Services, LLC

13 Years of Experience

3 DisclosuresSells 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

3333 N Digital Drive, #700, Lehi, UT, 84043

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

January 2018

Customer Dispute

October 2017

Settled

Customer Dispute

March 2017

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Benjamin is an insurance agent doing business as Longhorn Financial since 2012, spending a few hours per week on insurance sales and service. He also works as a mortgage loan originator for Houzd Mortgage, dedicating minimal time to this activity.