Makenzie Louise Losee
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.
MaKenzie Louise Losee is an investment adviser representative with Diversify Wealth Management, LLC in Sandy, UT, where they have been registered since 2025, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Utah.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Utah
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.
- Diversify Wealth ManagementAug 2025 – no end date reportedSandy, UT
- unemployedJan 2025 – Aug 2025South Jordan, UT
- K-Lo StudioOct 2022 – Dec 2024Buena Vista, VA
- J Roberts SalonJan 2022 – Oct 2022Roanoke, VA
- unemployedJul 2020 – Jan 2022Manchester, TN
- Blue Fire LeadsApr 2020 – Jul 2020Provo, UT
- The HeritageApr 2020 – Jul 2020Provo, UT
- unemployedAug 2018 – Apr 2020manchester, TN
- Legacy Village of UtahAug 2017 – Aug 2018Provo, UT
- unemployedJan 2015 – Aug 2017manchester, TN
Official records & sources
Data as of May 30, 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. Makenzie Louise Losee 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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