Lauren Elizabeth Loucks
Investment Adviser Representative at Diversify Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lauren Elizabeth Loucks is an investment adviser representative with Diversify Wealth Management, LLC in Orem, UT, where they have been registered since 2024. They have worked in the securities industry since 2015 and were previously registered with DFPG Investments, 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
Advisors at this office: 21
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Utah
- Broker:
12 states and territories
Arizona, California, Connecticut, District of Columbia, Florida, Nevada, New York, North Carolina, Texas, Utah, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LJCooper Capital ManagementFeb 2014 – Feb 2024Orem, UT
- DFPG Investments, LLCNov 2015 – no end date reportedSandy, UT
- Diversify Wealth Management, LLCFeb 2024 – no end date reportedSandy, UT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Diversify Wealth Management, 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
- 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
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 75
- Offices listed on AdvisorFinder:
- 6
- Main office:
- South Jordan, UT
- SEC file number:
- 801-129521
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 18, 2026
View full firm profileOther advisors at Diversify Wealth Management, LLC
Showing 12 of 75 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lauren Elizabeth Loucks 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.
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