Dan Luke is co-founder and Chief Executive Officer at Diversify. In 2004, Mr. Luke, along with his business partner, Ryan Smith, founded Diversify and the Diversify group of companies (formerly known as Diversified Financial Planning, Inc.). For the past several years, Diversify has been recipients of MWCN Utah 100 award, which recognizes the 100 fastest growing companies in the state of Utah.
In 2011, Mr. Luke co-founded DFPG Investments, Inc., a national FINRA member broker-dealer, for which he currently serves a General Securities Principal. He also serves on DFPG Investments’ investment committee, assisting the committee in research and analysis of a broad base of investment offerings.
For over a decade, Mr. Luke has been an Endorsed Local Provider (ELP) and SmartVestor Professional for New York Times best-selling author and nationally syndicated talk show host, Dave Ramsey. Mr. Luke is recognized for his in-depth knowledge of financial planning and has been asked to speak and present at dozens of Dave Ramsey’s Financial Peace University courses across the western United States, as well as other industry sponsored events. Mr. Luke is also the co-host of Diversify Radio with Dan & Ryan, a weekly finance and investment radio talk show on 105.7 FM and 570 AM KNRS.
Mr. Luke has worked in finance and investments since 1993. Prior to founding Diversify, Mr. Luke worked in the banking industry, he spent three years with Zions Bank and two years with First Utah Bank. Mr. Luke is a principal mortgage broker and has been responsible for the oversight, origination and procurement of over $100 million of real estate loans.
Mr. Luke has a BA in Finance from the University of Utah. He and his wife have four children and currently reside in Sandy, Utah.
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Licenses and Registrations:
• Certified Financial Planner™
• Series 7 General Securities Representative
• Series 99 Operations Professional
• Series 63 Uniform Securities License
• Series 66 Registered Investment Advisor
• Series 24 General Securities Principal
• Principal Mortgage License (NMLS #300613)
• Life, Accident & Health, Disability, Property & Casualty, Variable Contracts
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