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Diane Lynn Young

Investment Adviser Representative at ARROWROOT FAMILY OFFICE, LLC

Rochester Hills, MICRD #2127990Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
35 yrs
States Registered
2 states
Exams Passed
7

Professional summary

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

Diane Lynn Young has worked in the securities industry since 1991. They have passed the Series 65, 63, 53, 24, 7, and 6 examinations. They are registered to provide investment advisory services in Michigan and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
MichiganTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/30/2010
Series 63
Uniform Securities Agent State Law Examination
Passed 4/15/1991
SIE
Securities Industry Essentials Examination
Passed 9/26/2016
Series 7
General Securities Representative Examination
Passed 2/17/1994
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/20/1991
Series 53
Municipal Securities Principal Examination
Passed 10/22/2002
Series 24
General Securities Principal Examination
Passed 2/3/1995

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $10M1.00%
$10M to $30M0.90%
Above $30M0.75%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Arrowroot Family Office, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ARROWROOT FAMILY OFFICE, LLCCurrent
10/22/2021Rochester Hills, MI
ATHENA ADVISORY SERVICES INC.
6/29/201610/4/2021Rochester, MI
FINANCIAL GRAVITY WEALTH, INC.
10/24/201711/14/2019Rochester Hills, MI
ROYAL ALLIANCE ASSOCIATES, INC.
6/4/20109/26/2016Rochester, MI

Official records & sources

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

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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. Diane Lynn Young 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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