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Travis Lynn Kell

Investment Adviser Representative at Diversify Advisory Services, LLC

Sandy, UTCRD #1624564Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
39 yrs
Exams Passed
3

Professional summary

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

Travis Lynn Kell is an investment adviser representative with Diversify Advisory Services, LLC in Sandy, UT, where they have been registered since 2025. They have worked in the securities industry since 1987 and were previously registered with Ameriprise Financial Services, LLC. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Utah.

Office

7440 S Creek Rd, Ste 250
Sandy, UT 84093

Advisors at this office: 6

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:
13 states and territories

Arizona, California, Colorado, Florida, Georgia, Idaho, Maryland, Massachusetts, Missouri, Nevada, Oklahoma, Utah, Wyoming

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

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 2/3/1987
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/21/1987

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Diversify Advisory Services, LLCCurrent
6/3/2025 – Sandy, UT
DFPG Investments, LLCCurrent
5/30/2025 – Sandy, UT
Ameriprise Financial Services, LLC
12/23/1991 – 6/2/2025Sandy, 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. Ameriprise Financial Services, Inc.
    Jan 1987 – Mar 2020Midvale, UT
  2. Ameriprise Financial Services, LLC
    Mar 2020 – May 2025Sandy, UT
  3. DFPG Investments, LLC
    May 2025 – no end date reportedSandy, UT
  4. Diversify Advisory Services, LLC
    May 2025 – 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

Other advisors at Diversify Advisory Services, LLC

Showing 12 of 111 in the directory

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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. Travis Lynn Kell 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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Travis Lynn Kell (Diversify Advisory Services)