Celeste
Kennard
Diversify Wealth Management LLC
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About this Advisor
Celeste Kennard is a financial advisor based in Orem, Utah, working with Diversify Wealth Management LLC. Celeste has previously held positions at Cambridge Investment Research, Heritage Financial Place, Utah Valley University, Habitat For Humanity, Utah County, Peterson Wealth Advisors, Medicus Wealth Planning, Firstpurpose Wealth, Home, and Diversify Wealth Management. Celeste has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Celeste is part of Diversify Wealth Management LLC, which operates out of Orem, Utah. The firm has 2 offices and 46 employees. The firm manages assets totaling $540.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Diversify Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Diversify Wealth Management LLC Brokerage Details
$540,220,811
46
3,416
$158,144
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Celeste Kennard Work History
Diversify Wealth Management
Firstpurpose Wealth
Medicus Wealth Planning
Peterson Wealth Advisors
Medicus Wealth Planning
Home
Cambridge Investment Research
Cambridge Investment Research
Home
Heritage Financial Place
Utah Valley University
Home
Habitat For Humanity, Utah County
Disclosures
Please visit the SEC profile of Celeste Kennard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Diversify Wealth Management LLC
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
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