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Michael Patrick Egan

Diversified Management Inc.

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About Michael Patrick Egan

Michael Egan is a financial advisor with over 20 years of experience in the industry. Michael Egan is currently registered with Diversified Management Inc., based in Milwaukee, Wisconsin. Previously, Michael Egan was affiliated with Heartland Advisors, Inc. in Milwaukee, Wisconsin and Kemper Distributors, Inc. in Chicago, Illinois. Michael Egan holds the Series 7, Series 6, and Series 63 licenses. Michael Egan is a Certified Financial Planner. Michael Egan specializes in working with individuals, high-net-worth individuals, and charitable organizations. Michael Egan provides financial planning, selection of other advisers, and portfolio management services.

Firm Information

Michael Egan is currently registered with Diversified Management Inc.. Diversified Management Inc. is an investment advisor located in Milwaukee, WI with over $1.5 billion in regulatory assets under management. The firm specializes in providing financial planning and portfolio management services to high-net-worth individuals, charitable organizations, and other individuals. Diversified Management Inc. is registered with the SEC and has a total of 6 investment advisor representatives.
Diversified Management Inc.

330 E. KILBOURN AVE.

MILWAUKEE, WI 53202

$1.58B

Assets Under Management

Not reported

Total Clients

5

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Michael Egan’s Registration & Firm History

WI

01/01/2025 - Present

Diversified Management Inc. (MILWAUKEE WI)

WI

03/04/1998 - 01/12/1999

HEARTLAND ADVISORS, INC. (MILWAUKEE WI)

IL

08/14/1997 - 02/19/1998

KEMPER DISTRIBUTORS, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 09/12/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/1998

Series 7 - General Securities Representative Examination

BC

Issued 08/13/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Patrick Egan.
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