ChooseAFinancialAdvisor.com
Advisors / Utah / Orem
4yrs

Tyler Haskell

Financial advisor at Diversify Wealth Management

Based in Orem, Utah, Tyler Haskell is a financial advisor with 4 years of industry experience. Tyler has been with Diversify Wealth Management since 2025; before that, Tyler spent a year at Diversify Advisory Services and a year at DFPG Investments. Tyler holds the CFP® designation.

One of 130 advisors with offices in Orem.

Orem, UT 84097CFP®

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
Office462 E 800 N, Orem, UT 84097
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$824,138
Advisors at the firm60
States licensed ?1 state

Services through Diversify Wealth Management

Financial planningInvestment management for individuals and small businesses

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

None listed.

Career

  1. Mar 2025 – now
  2. Sep 2023 – Mar 2025
  3. Jul 2022 – Jan 2024
    DFPG Investments, LLCPreviously

Questions to ask Tyler

Tailored to Tyler’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Tyler

How do I contact Tyler?

Call Diversify Wealth Management at (801) 838-9999 and ask for Tyler Haskell. Tyler works from the Orem, UT office.

How long has Tyler been a financial advisor?

Tyler has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does Tyler hold?

No exams are listed on the official record.

Is Tyler a fiduciary?

Tyler is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Tyler paid?

Diversify Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Tyler for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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