DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner18 years in industry

RENAE RANSDELL

Advisor at DIVERSIFIED, LLC

WILMINGTON, DE | Northampton, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:562fe2c1-8b38-4554-daf2-02a072e57ec2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Feb 10, 2014 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DIVERSIFIED, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 6, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jun 6, 2008
First registration: Feb 10, 2014
Dual registered: no
IAPD individual key: 5364029

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DIVERSIFIED, LLC	Independent wealth	Aug 5, 2024	n/a	yes	Northampton, MA\|WILMINGTON, DE	Current employment
DIVERSIFIED, LLC	Former SEC adviser	Mar 8, 2024	Nov 4, 2024	no	WILMINGTON, DE\|Suffield, CT\|Northampton, MA	Previous registration
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Institutional manager	Dec 22, 2021	Mar 8, 2024	no	NEWPORT BEACH, CA\|Northampton, MA	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Oct 28, 2020	Mar 27, 2024	no	NORTHAMPTON, MA	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Jul 20, 2020	Nov 12, 2020	no	Northampton, MA	Previous registration
MERCER GLOBAL ADVISORS INC.	Independent wealth	Aug 23, 2019	Oct 21, 2020	no	Simsbury, CT	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Feb 10, 2014	Jun 17, 2019	no	AMHERST, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DIVERSIFIED, LLC	DIVERSIFIED, LLC	Nov 4, 2024	Aug 5, 2024	-91	Channel change	RIA to RIA
CETERA INVESTMENT ADVISERS LLC	CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Mar 27, 2024	Dec 22, 2021	-826	Firm change after gap	Other
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	DIVERSIFIED, LLC	Mar 8, 2024	Mar 8, 2024	0	Firm change	Other
FIRST ALLIED ADVISORY SERVICES, INC.	CETERA INVESTMENT ADVISERS LLC	Nov 12, 2020	Oct 28, 2020	-15	Bulk transfer	Ibd to ibd
MERCER GLOBAL ADVISORS INC.	FIRST ALLIED ADVISORY SERVICES, INC.	Oct 21, 2020	Jul 20, 2020	-93	Firm change after gap	RIA to ibd
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	MERCER GLOBAL ADVISORS INC.	Jun 17, 2019	Aug 23, 2019	67	Firm change	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
123859:331709:DE:2024-11-04	Nov 4, 2024	Aug 5, 2024	WILMINGTON, DE	Firm change after gap

Relationships

Registered with (7)

→ DIVERSIFIED, LLCRegistered adviserregistration: current employment
Aug 5, 2024 to presentfactForm ADV
→ DIVERSIFIED, LLCRegistered adviserregistration: previous registration
Mar 8, 2024 to Nov 4, 2024factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Oct 28, 2020 to Mar 27, 2024factForm ADV
→ CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 22, 2021 to Mar 8, 2024factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jul 20, 2020 to Nov 12, 2020factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Aug 23, 2019 to Oct 21, 2020factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Feb 10, 2014 to Jun 17, 2019factForm ADV

Dated events

Occurred
Mar 27, 2024
Advisor changed firm
Renae Ransdell left Cetera Investment Advisers Llc for Creative Planning Institutional Advisors, Llc (registered 2021-12-22)
Form ADVobserved 4 days ago
Occurred
Mar 8, 2024
Advisor changed firm
Renae Ransdell left Creative Planning Institutional Advisors, Llc for Diversified, Llc (registered 2024-03-08)
Form ADVobserved 4 days ago