Michael
Schmidt
Diversified Management Inc
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About this Advisor
Michael Schmidt is a certified financial planner based in Milwaukee, Wisconsin who has 22 years of relevant experience. Schmidt currently works for Diversified Management Inc. They have spent their complete career at Diversified Management Inc. Schmidt is registered to serve investors in Arizona and Wisconsin. Diversified Management Inc is a financial advisory company based in Milwaukee, WI. It has a total of eight people on staff. It controls $1 billion in assets among its 1,617 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 30 charitable organizations. Of its 1,617 accounts, 55% belong to high-net-worth clients who have more than $1 million in assets. The business provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services usually vary depending on which services are offered. Fee types billed by Diversified Management Inc likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Diversified Management Inc Brokerage Details
$1,438,558,939
8
1,617
$889,647
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Schmidt Work History
Michael has been registered as a financial advisor for 22 years.*
Diversified Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Schmidt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Diversified Management Inc
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
