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Kye Moser

Kye Moser

Wealth Advisor

Location:

9017 S Riverside Dr #200, Sandy, UT 84070, USA

Email:
Phone:

(801) 467-5115

Bio:

Kye Moser is a Wealth Advisor at Diversify, where he works closely with individuals and families to develop thoughtful, personalized financial strategies. With more than 12 years of industry experience, Kye is committed to helping clients navigate important financial decisions with clarity and confidence.


He takes a collaborative approach to planning, guiding clients through key areas such as retirement savings, investment strategy, and long-term financial goals. His focus is on building lasting relationships grounded in trust, transparency, and practical advice.

Before joining Diversify, Kye served as an Executive Platinum Relationship Manager at E*TRADE Financial, where he specialized in supporting corporate executives with account management and company stock plan strategies.


Kye holds a Bachelor of Science in Political Science from the University of Nevada, Las Vegas. He maintains Series 7, 63, and 66 securities registrations, as well as life, accident, and health insurance licenses. He has earned the Certified Equity Professional (CEP) certification and the Chartered Retirement Planning Counselor (CRPC®) designation.


Outside the office, Kye enjoys working on vehicles, practicing guitar, fishing, and watching movies. He lives in Utah with his wife and their two children.

Check the background of this financial professional on FINRA’s BrokerCheck.

Qualifications:

  • CEP (Certified Equity Professional) 

  • CRPC® (Chartered Retirement Planning Counselor)

  • BS, Political Science, University of Nevada, Las Vegas

  • Series 7, 63, and 66 Securities Registrations 

  • Life, Accident, and Health Insurance Licenses

Qualifications:

  • CEP (Certified Equity Professional) 

  • CRPC® (Chartered Retirement Planning Counselor)

  • BS, Political Science, University of Nevada, Las Vegas

  • Series 7, 63, and 66 Securities Registrations 

  • Life, Accident, and Health Insurance Licenses

Support Staff

Elise Jensen

Elise Jensen

Client Service Associate

Nate Huntsman

Nate Huntsman

Client Service Associate

Crystal Moser

Crystal Moser

Client Service Associate

Savanna Seaman

Savanna Seaman

Client Service Associate

Adrienne Lamb

Adrienne Lamb

Processor

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