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Michael Patrick McCann

Diversify Wealth Management, LLC

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About Michael Patrick McCann

Michael McCann is a financial advisor with Diversify Wealth Management, LLC and has been in the industry since 1991. Michael is a Certified Financial Planner™ professional and holds Series 7, 8 and 63 licenses. Michael focuses on individual and corporate financial planning and portfolio management services. Michael also offers a variety of services including tax preparation, educational seminars and market timing services.

Firm Information

Michael McCann is currently registered with Diversify Wealth Management, LLC. Diversify Wealth Management, LLC is a wealth management firm headquartered in Sandy, UT. They manage approximately $458 million in assets for a diverse client base, including individuals, corporations, and charitable organizations. The firm offers financial planning and portfolio management services and has a team of 24 investment advisor representatives.
Diversify Wealth Management, LLC

9017 S RIVERSIDE DR SUITE 210

SANDY, UT 84070

$458.07M

Assets Under Management

Not reported

Total Clients

28

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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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 McCann’s Registration & Firm History

AZ

11/21/2024 - Present

Diversify Wealth Management, LLC (Phoenix AZ)

GA

01/21/2003 - 09/12/2003

TRIAD ADVISORS, INC. (ATLANTA GA)

TX

12/06/1993 - 01/29/2003

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MN

06/21/1991 - 11/30/1993

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/21/1991 - 11/30/1993

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 06/21/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/1995

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 06/19/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Patrick McCann.
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