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Cole D Tyler Einerson

Investment Adviser Representative at Diversify Advisory Services, LLC

South Jordan, UTCRD #7146958Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Cole D. Tyler Einerson is an investment adviser representative with Diversify Advisory Services, LLC in South Jordan, UT, where they have been registered since 2023. They have worked in the securities industry since 2019 and have been registered with 4 firms, including Firstpurpose Wealth LLC and TD Ameritrade Investment Management, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Utah.

Office

10876 S River Front Pkwy, Suite 600
South Jordan, UT 84095

Advisors at this office: 15

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Utah
Broker:
2 states and territories

California, Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/13/2019
Series 7
General Securities Representative Examination
Passed 8/23/2019
SIE
Securities Industry Essentials Examination
Passed 7/17/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Diversify Advisory Services, LLCCurrent
9/6/2023 – South Jordan, UT
Firstpurpose Wealth LLC
1/26/2022 – 4/14/2023Orem, UT
TD Ameritrade Investment Management, LLC
9/16/2019 – 11/18/2021Midvale, UT
TD Ameritrade, Inc.
9/16/2019 – 11/18/2021Midvale, UT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. TD Ameritrade
    Jun 2019 – Nov 2019Columbia, MD
  2. State Bank of Southern Utah
    Aug 2018 – May 2019Cedar City, UT
  3. Nu Skin Enterprises
    May 2018 – Aug 2018Provo, UT
  4. Southern Utah University
    Jan 2018 – May 2018Cedar City, UT
  5. Southern Utah University
    Jun 2017 – May 2019Cedar City, UT
  6. The Home Depot
    Jun 2017 – Nov 2017Cedar City, UT
  7. Spackman's 66 Inc
    Jan 2017 – May 2017Logan, UT
  8. Stander, Inc.
    Sep 2016 – Dec 2016Logan, UT
  9. Utah State University
    Jan 2016 – May 2017Logan, UT
  10. FirstPurpose Wealth
    Nov 2021 – no end date reportedOrem, UT
  11. TD Ameritrade
    Nov 2019 – Nov 2021Cottonwood Heights, UT
  12. DFPG Investments, LLC
    Feb 2022 – no end date reportedSandy, UT

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Diversify Advisory Services, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • First $500,0001.00%
  • $500,001 - $1,000,0001.00%
  • $1,000,001 - $2,000,0000.85%
  • $2,000,001 - $3,000,0000.85%

+3 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Retirement PlanningInvestment ManagementFinancial PlanningEstate PlanningTax PlanningInsuranceBusiness PlanningSocial SecurityWealth Management

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
111
Offices listed on AdvisorFinder:
27
Main office:
South Jordan, UT
SEC file number:
801-128675

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 18, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cole D Tyler Einerson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Cole D Tyler Einerson (Diversify Advisory Services)