Diane Young has been an investment adviser representative at Arrowroot Family Office since October 2021, and is not listed among the firm’s executive officers or direct owners.
Arrowroot Family Office, LLC is a Marina Del Rey, CA firm with $431M under management, 1,415 clients and 10 advisers across 9 offices, as of its March 2026 filing.
Diane Young is Partner and Managing Director of Arrowroot Family Office, in Rochester Hills, Michigan. She has more than 30 years of financial planning experience and advises on retirement planning, investment strategy, tax planning, estate planning, and long-term wealth management. Before joining Arrowroot, she founded and led The Athena Financial Group, a Michigan financial planning firm that later merged with Arrowroot Family Office.
Diane Young’s longest registration was 6 years at Royal Alliance Associates, Inc. (2010–2016). Before joining Arrowroot Family Office in 2021, Diane Young was registered through Financial Gravity Wealth, Inc. and Athena Advisory Services Inc.
- Arrowroot Family Office, LLCCurrent– present · 5 yearsRochester Hills, MI · Adviser representative · Firm CRD 168744
- Financial Gravity Wealth, Inc.– · 2 yearsRochester Hills, MI · Adviser representative · Firm CRD 144008
- Athena Advisory Services Inc.– · 5 yearsRochester, MI · Adviser representative · Firm CRD 284174
- Royal Alliance Associates, Inc.– · 6 yearsRochester, MI · Adviser representative · Firm CRD 23131
Professional designations
Listed by Arrowroot Family Office
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Diane Young is registered as an investment adviser representative in 2 states. The first approvals date from October 2021; the most recent is Texas, in February 2022.
- MichiganSince 22 October 2021
- TexasSince 8 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 30 April 2010 |
| Series 53 | Municipal Securities Principal Examination | 22 October 2002 |
| Series 24 | General Securities Principal Examination | 3 February 1995 |
| Series 7 | General Securities Representative Examination | 17 February 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 May 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 April 1991 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Diane Lynn Young
- CRD
- 2127990
- Firm
- Arrowroot Family Office · CRD 168744
- Office
- 705 BARCLAY CIRCLE, SUITE 125, Rochester Hills, MI 48307
- Registration
- Investment adviser registration
- In the industry since
- November 1991
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- arrowrootadvisors.com
Where does Diane Young work?
Diane Young is an investment adviser representative registered through Arrowroot Family Office, LLC since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is Diane Young a financial advisor?
Yes. Diane Young has a current investment-adviser registration in Michigan and Texas, through Arrowroot Family Office since October 2021.
How many years of experience does Diane Young have?
Diane Young has 34 years in the financial industry, since November 1991, across 4 adviser firms.
What exams has Diane Young passed?
Diane Young has passed 6 licensing exams: the Series 63, Series 6, Series 7, Series 24, Series 53 and Series 65. The earliest, the Series 63, was passed in April 1991. FINRA credited Diane Young with the SIE, which began in October 2018.
Where did Diane Young work before Arrowroot Family Office?
Before Arrowroot Family Office, Diane Young was registered through Financial Gravity Wealth, Inc., October 2017 to November 2019; Athena Advisory Services Inc., June 2016 to October 2021; Royal Alliance Associates, Inc., June 2010 to September 2016.
Where is Diane Young based?
Diane Young’s registered office is in Rochester Hills, MI.
Is Diane Young registered with FINRA?
No. Diane Young has no current broker registration.
How can I verify Diane Young’s record?
Search CRD 2127990 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Diane Young’s full registration record.
