Diversified Management Inc.
Diversified Management Inc. (CRD# 106680) is a financial advisory firm headquartered in Milwaukee, WI. They manage $1,576,315,793 in 1,640 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management1,576MILLION
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Total Number of Accounts1,640ACCOUNTS
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Average Account Value$961,168
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, NH, NY, SC, TX, WI
Garren Agle (CRD# 4803124) 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 (CRD# 2877432) is an Investment Advisor Representative working at Diversified Management Inc. in Milwaukee, WI and has over 26 years of experience in the finance industry.
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.
Chad Thistle (CRD# 3261935) is an Investment Advisor Representative working at Diversified Management Inc. in Milwaukee, WI and has over 24 years of experience in the finance industry.
Patrick Weyer (CRD# 6741217) is an Investment Advisor Representative working at Diversified Management Inc. in Milwaukee, WI and has over 7 years of experience in the finance industry.
Kylee Paradowski (CRD# 7266897) is an Investment Advisor Representative working at Diversified Management Inc. in Milwaukee, WI and has over 3 years of experience in the finance industry.