Unclaimed Profile

Timothy Kirkpatrick Whipple

FIRSTPURPOSE WEALTH LLC·OREM, Utah

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65CFP26 years registeredFIRSTPURPOSE WEALTH LLC

462 E 800 N, OREM, UT 84097CRD# 2829688Firm CRD# 145593

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Kirkpatrick Whipple · OREM, UT

Registration

CRD #2829688 · FIRSTPURPOSE WEALTH LLC · 26 years registered

Brand Profile

Not yet started

Career History

DIVERSIFY WEALTH MANAGEMENT, LLC

Mar 2024 – present

DIVERSIFY WEALTH MANAGEMENT, INC.

Oct 2014 – Mar 2016

SOUTH JORDAN, UT

DIVERSIFY WEALTH MANAGEMENT LLC

Jan 2008 – Jul 2024

OREM, UT

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Mar 2005 – Jul 2008

OREM, UT

CAMBRIDGE INVESTMENT RESERARCH, INC.

Apr 2004 – Mar 2005

OREM, UT

ING FINANCIAL PARTNERS, INC

Mar 2000 – Apr 2004

OREM, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · March 7, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

2000Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FIRSTPURPOSE WEALTH LLC

CRD 145593 · SEC 801-68547

AUM

$540M

Regulatory assets under management

Employees

3,416 client accounts

Services offered by FIRSTPURPOSE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIRSTPURPOSE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Kirkpatrick Whipple offer?

Timothy Kirkpatrick Whipple specializes in Financial Planning, Investment Management. Contact their office in OREM, Utah for a consultation.

What are Timothy Kirkpatrick Whipple's credentials?

Timothy Kirkpatrick Whipple holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Timothy Kirkpatrick Whipple located?

Timothy Kirkpatrick Whipple is based in OREM, Utah, working with FIRSTPURPOSE WEALTH LLC. Their office serves clients in the OREM metropolitan area and surrounding communities.

How does Timothy Kirkpatrick Whipple charge for services?

Timothy Kirkpatrick Whipple's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRSTPURPOSE WEALTH LLC?

FIRSTPURPOSE WEALTH LLC has approximately 46 employees and manages $540M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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