Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Paul Schmidt is a financial advisor with Diversified Management Inc., registered with the state of Wisconsin since June 2001, Arizona since May 2013, and Texas since January 2024. Michael has been with the firm since February 1996. He has been recognized with the Certified Financial Planner designation. Diversified Management Inc. is a registered investment advisor with offices in Milwaukee, WI and Scottsdale, AZ. The firm provides financial planning and portfolio management services to individuals, high net worth individuals, charitable organizations and individuals other than high net worth. The firm's services include financial planning, selection of other advisors, and portfolio management for individuals. The firm's clients include a total of 348 individuals, high net worth individuals, and charitable organizations. The firm's assets under management total approximately $1.58 billion. Michael Schmidt specializes in providing financial advice to individuals, high net worth individuals, charitable organizations, and individuals other than high net worth.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
06/12/2001 - Present
Diversified Management Inc. (MILWAUKEE WI)
Active
Inactive
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