Diversified Management Inc.

Diversified Management Inc. (CRD# 106680) is a financial advisory firm headquartered in Milwaukee, WI. They manage $831,279,200 in 1,379 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    831
    MILLION
  • Total Number of Accounts
    1,379
    ACCOUNTS
  • Average Account Value
    $602,813
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, IL, NH, SC, TX, WI

Financial Advisors at Diversified Management Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Garren L. Agle
CRD#: 4803124
222 E. Erie Street, Suite 401, Milwaukee, WI 53202
96
Wealthminder
score

Garren Agle (CRD# 4803124) is an Investment Advisor Representative working at Diversified Management Inc. in Milwaukee, WI and has over 12 years of experience in the finance industry. Garren Agle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael P. Egan
CRD#: 2877432
222 E. Erie Street, Suite 401, Milwaukee, WI 53202
96
Wealthminder
score

Michael Egan (CRD# 2877432) is an Investment Advisor Representative working at Diversified Management Inc. in Milwaukee, WI and has over 19 years of experience in the finance industry. Michael Egan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Mark J. Homan
CRD#: 2420693
222 E. Erie Street, Suite 401, Milwaukee, WI 53202
96
Wealthminder
score

Mark Homan (CRD# 2420693) is an Investment Advisor Representative working at Diversified Management Inc. in Milwaukee, WI and has over 23 years of experience in the finance industry. Mark Homan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jason R. Miller
CRD#: 2968067
222 E. Erie Street, Suite 401, Milwaukee, WI 53202
96
Wealthminder
score

Jason Miller (CRD# 2968067) is an Investment Advisor Representative working at Diversified Management Inc. in Milwaukee, WI and has over 18 years of experience in the finance industry. Jason Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Chad A. Thistle
CRD#: 3261935
222 E. Erie Street, Suite 401, Milwaukee, WI 53202
96
Wealthminder
score

Chad Thistle (CRD# 3261935) is an Investment Advisor Representative working at Diversified Management Inc. in Milwaukee, WI and has over 17 years of experience in the finance industry. Chad Thistle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Michael P. Schmidt
CRD#: 2139566
222 E. Erie Street, Suite 401, Milwaukee, WI 53202
90
Wealthminder
score

Michael Schmidt (CRD# 2139566) is an Investment Advisor Representative working at Diversified Management Inc. in Milwaukee, WI and has 1 year of experience in the finance industry. Michael Schmidt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.