Jacob
Gutke

Divergent Wealth Advisors, LLC

CRD#7209107
Investment Advisor
in South Jordan, UT

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About this Advisor

Jacob Gutke is a certified financial planner who works in South Jordan, Utah with a total of 3 years of relevant experience. Gutke is an employee of Divergent Wealth Advisors, LLC. Their career trajectory has included roles at Divergent Wealth Advisors, LLC, Ascend Staffing, Integrity Marketing Service, Lowry & Associates, Survey Sampling International, Utah State University and Church Of Jesus Christ Of Latter Day Saints. Gutke maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Texas and Utah. Divergent Wealth Advisors, LLC is a financial advisory business operating out of South Jordan, UT. It controls $480 million in assets under management between its 2,027 accounts, placing it among the larger firms in the country by assets under management. Of its 2,027 client accounts, 17% belong to high-net-worth clients who have greater than $1 million in assets. The business has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Financial management fees largely vary depending on the type of financial services provided. Fees charged by Divergent Wealth Advisors, LLC likely consist of any combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

489 W. South Jordan Parkway Suite 310
South Jordan, UT 84095

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Divergent Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$479,835,651

UT Average: $693,624,108
Total Number of Employees

13

UT Average: 12
Total Number of Accounts

2,027

UT Average: 1,115
Average Account Size

$236,722

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Jacob Gutke Work History

Jacob has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Divergent Wealth Advisors, LLC

2016 - 2019 (3 years)

Ascend Staffing

2016 - 2016 (< 1 year)

Integrity Marketing Service

2015 - 2016 (1 year)

Lowry & Associates

2014 - 2014 (< 1 year)

Survey Sampling International

2014 - 2017 (3 years)

Utah State University

2012 - 2014 (2 years)

Church Of Jesus Christ Of Latter Day Saints

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jacob Gutke 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 Divergent Wealth Advisors, LLC

Geoffrey Reeves
South Jordan, UT
Jacob Gutke
South Jordan, UT
Randy Taylor
South Jordan, UT
John Pennington
South Jordan, UT
Rizek Housari
South Jordan, UT
Brady Ririe
South Jordan, UT
Easton Dickson
South Jordan, UT
Kaden Mckell
South Jordan, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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