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Michael Allen Fisher

Diversified, LLC

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About Michael Allen Fisher

Michael Allen Fisher is a financial advisor with Diversified, LLC, in Wilmington, DE. Michael has been in the financial industry since 2003. Michael has a strong background in financial planning, investment management, and insurance brokerage. Michael holds the Series 7, Series 24, and Series 66 licenses. Michael is also a Certified Financial Planner. In addition to working with Diversified, LLC, Michael is also a partner in Midlantic Financial Strategies Group, LLC, an insurance brokerage. Michael is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Michael Fisher is currently registered with Diversified, LLC. Diversified, LLC is an investment advisory firm headquartered in Wilmington, Delaware. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Diversified, LLC manages over $1.5 billion in assets for over 1,500 clients, including high net worth individuals, corporations, and pension plans. They are a registered investment advisor with the SEC and have a wrap fee program.
Diversified, LLC

3705 CONCORD PIKE

WILMINGTON, DE 19803

$1.55B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Michael Fisher’s Registration & Firm History

DE

09/09/2019 - Present

Diversified, LLC (WILMINGTON DE)

DE

09/12/2019 - 07/16/2020

SECURITIES SERVICE NETWORK, LLC (WILMINGTON DE)

PA

05/02/2005 - 08/15/2019

LINCOLN INVESTMENT (FORT WASHINGTON PA)

KS

07/07/2003 - 04/22/2005

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 08/01/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/03/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Allen Fisher.
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