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RIA / WealthAdvisor14 years in industry

AMY CLINGENPEEL DIAMOND

Advisor at EDELMAN FINANCIAL ENGINES

SALT LAKE CITY, UT

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Search this name across graphsid dfx:ria:fafa59ca-a7c9-0eb3-7d85-f3eb4f590184

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Dec 3, 2012 to Sep 14, 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: EDELMAN FINANCIAL ENGINES
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: Apr 21, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Apr 21, 2012
First registration: Dec 3, 2012
Dual registered: no
Other names: AMY C. DIAMOND|AMY DIAMOND|AMY C. DIAMOND|AMY CLINGENPEEL
IAPD individual key: 6024336

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
EDELMAN FINANCIAL ENGINES	Independent wealth	Apr 10, 2026	n/a	yes	SALT LAKE CITY, UT	Current employment
ALTA CAPITAL MANAGEMENT LLC	Independent wealth	Jan 21, 2026	Mar 24, 2026	no	SALT LAKE CITY, UT	Previous registration
NARUS FINANCIAL PARTNERS, LLC	Independent wealth	Jun 2, 2022	Dec 17, 2025	no	SALT LAKE CITY, UT	Previous registration
COPPERWYND FINANCIAL	Former SEC adviser	Oct 1, 2015	May 10, 2022	no	Kaysville, UT	Previous registration
CREATIVE PLANNING	Independent wealth	Aug 26, 2014	May 11, 2015	no	KAYSVILLE, UT\|OVERLAND PARK, KS	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Dec 3, 2012	Aug 25, 2014	no	SALT LAKE CITY, UT	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Dec 3, 2012	Aug 25, 2014	no	SALT LAKE CITY, UT	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
ALTA CAPITAL MANAGEMENT LLC	EDELMAN FINANCIAL ENGINES	Mar 24, 2026	Apr 10, 2026	17	Firm change	RIA to RIA
NARUS FINANCIAL PARTNERS, LLC	ALTA CAPITAL MANAGEMENT LLC	Dec 17, 2025	Jan 21, 2026	35	Firm change	RIA to RIA
COPPERWYND FINANCIAL	NARUS FINANCIAL PARTNERS, LLC	May 10, 2022	Jun 2, 2022	23	Firm change	RIA to RIA
CREATIVE PLANNING	COPPERWYND FINANCIAL	May 11, 2015	Oct 1, 2015	143	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Aug 25, 2014	Dec 3, 2012	-630	Channel change	Other
TD AMERITRADE, INC.	CREATIVE PLANNING	Aug 25, 2014	Aug 26, 2014	1	Firm change	Other

Relationships

Registered with (7)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Apr 10, 2026 to presentfactForm ADV
→ ALTA CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 21, 2026 to Mar 24, 2026factForm ADV
→ NARUS FINANCIAL PARTNERS, LLCRegistered adviserregistration: previous registration
Jun 2, 2022 to Dec 17, 2025factForm ADV
→ COPPERWYND FINANCIALRegistered adviserregistration: previous registration
Oct 1, 2015 to May 10, 2022factForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Aug 26, 2014 to May 11, 2015factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 3, 2012 to Aug 25, 2014factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Dec 3, 2012 to Aug 25, 2014factForm ADV

Dated events

Occurred
Mar 24, 2026
Advisor changed firm
Amy Clingenpeel Diamond left Alta Capital Management Llc for Edelman Financial Engines (registered 2026-04-10)
Form ADVobserved 6 days ago
Occurred
Dec 17, 2025
Advisor changed firm
Amy Clingenpeel Diamond left Narus Financial Partners, Llc for Alta Capital Management Llc (registered 2026-01-21)
Form ADVobserved 6 days ago
Occurred
May 10, 2022
Advisor changed firm
Amy Clingenpeel Diamond left Copperwynd Financial for Narus Financial Partners, Llc (registered 2022-06-02)
Form ADVobserved 6 days ago