Diversified Management Inc

Michael Egan is a CFP® with 22 years of industry experience and has been with Diversified Management, Inc. in Milwaukee, WI since 1998. He holds a Series 63 license and is part of a six-advisor team at the firm. Diversified Management, Inc. serves high-net-worth individuals, families, trusts, and estates, offering investment advisory, portfolio management, financial planning, and income tax services. The firm emphasizes asset allocation and fundamental analysis, managing assets on a discretionary, fee-only fiduciary basis with a focus on diversified no-load mutual funds and model portfolios.

Kylee Paradowski is a financial advisor at Diversified Management, Inc. with five years of industry experience. She holds a Series 65 designation and has worked at Diversified Management since 2020, following roles at Client First Investment Management, Kohl's Department Store, and the University of Wisconsin - Whitewater. Diversified Management, Inc. serves primarily high-net-worth individuals, families, trusts, and estates, offering investment advisory, portfolio management, financial planning, and tax planning services. The firm emphasizes asset allocation and fundamental analysis, managing accounts mainly on a discretionary basis with a fee-only fiduciary model and provides in-house tax preparation supported by advanced tax credentials.

Garren Agle is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Diversified Management, Inc. in Milwaukee, WI, where he has worked since 2006. He holds Series 65 and Series 66 licenses and is part of a six-advisor team. Diversified Management, Inc. primarily serves high-net-worth individuals, families, trusts, and estates, offering investment advisory, portfolio management, financial planning, and income tax planning and preparation. The firm emphasizes asset allocation and fundamental analysis, managing accounts on a discretionary, fee-only fiduciary basis with a focus on diversified no-load mutual funds and model portfolios.

Chad Thistle is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Diversified Management, Inc. since 2004. Diversified Management, Inc. serves primarily high-net-worth individuals, families, trusts, and estates, offering investment advisory, portfolio management, financial planning, and income tax planning and preparation. The firm emphasizes asset allocation and fundamental analysis, managing accounts mostly on a discretionary, fee-only fiduciary basis, and maintains a separate channel for clients with smaller account sizes through model portfolios.

Guy Eckman is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Diversified Management, Inc. and has prior experience at Midwest Heritage Financial Services and Securities America, Inc. Eckman is based in Milwaukee, WI. Diversified Management, Inc. serves primarily high-net-worth individuals, families, trusts, and estates, offering investment advisory, portfolio management, financial planning, and income tax planning and preparation. The firm emphasizes asset allocation and fundamental analysis, using diversified no-load mutual funds and model portfolios, and manages approximately $1.69 billion in assets across six advisors.

Michael Schmidt is a CFP® professional with 24 years of experience in financial advisory services. He has been with Diversified Management, Inc. since 1996. Diversified Management, Inc. primarily serves high-net-worth individuals, families, trusts, and estates, offering investment advisory, portfolio management, financial planning, and income tax planning and preparation. The firm emphasizes asset allocation and fundamental analysis, managing accounts mostly on a discretionary fee-only basis with a focus on diversified no-load mutual funds and model portfolios.