DIVERSIFIED RESOURCES, LLC

Overview

Diversified Resources, LLC operates as a hybrid wealth firm combining broker-dealer activity with advisory and insurance services for individual and family clients. The firm reports a clear tilt toward pooled public investments, relying heavily on mutual funds and public fund vehicles as the core of client portfolios while supplementing those holdings with insurance products and alternative exposures. Its advisory offering includes financial planning and portfolio management for individuals and small businesses; at the same time the firm maintains broker-dealer functions and registered representative activity, which supports execution and insurance placement. Investment approach appears pragmatic rather than niche: a mix of fee-based portfolio management (AUM fees) alongside hourly and fixed-fee planning engagements. The firm is not positioned as an ESG specialist and does not identify as a multi-state adviser. Because it also functions as an insurance broker, annuity solutions and insurance-linked products are part of the toolkit used to meet income, legacy, or risk-management objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices