Diversified Portfolios, Inc.

Diversified Portfolios, Inc. (CRD# 108942) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $741,717,151 in 1,587 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    742
    MILLION
  • Total Number of Accounts
    1,587
    ACCOUNTS
  • Average Account Value
    $467,371
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA, DC, FL, IL, MI, NC, NH, NY, TX

Financial Advisors at Diversified Portfolios, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Thomas C. Post
CRD#: 2388720
39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304
101
Wealthminder
score

Thomas Post (CRD# 2388720) is an Investment Advisor Representative working at Diversified Portfolios, Inc. in Bloomfield Hills, MI and has over 24 years of experience in the finance industry. Thomas Post 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
Ronald M. Yolles
CRD#: 1678676
39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304
101
Wealthminder
score
Ronald Yolles (CRD# 1678676) is an Investment Advisor Representative working at Diversified Portfolios, Inc. in Bloomfield Hills, MI and has over 30 years of experience in the finance industry.
3
Robert E. Toal
CRD#: 1339366
39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304
96
Wealthminder
score

Robert Toal (CRD# 1339366) is an Investment Advisor Representative working at Diversified Portfolios, Inc. in Bloomfield Hills, MI and has over 29 years of experience in the finance industry.

4
Katharine P. Wagner
CRD#: 6120242
39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304
96
Wealthminder
score

Katharine Wagner (CRD# 6120242) is an Investment Advisor Representative working at Diversified Portfolios, Inc. in Bloomfield Hills, MI and has over 5 years of experience in the finance industry. Katharine Wagner 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.

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