Unclaimed Profile

Michael Allen Fisher

DIVERSIFIED ENTERPRISES, LLC·WILMINGTON, Delaware

SIE, Series 7, Series 24, Series 66CFPClean record23 years registeredDIVERSIFIED ENTERPRISES, LLC

3705 CONCORD PIKE, WILMINGTON, DE 19803CRD# 4628860Firm CRD# 331709

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Allen Fisher · WILMINGTON, DE

Registration

CRD #4628860 · DIVERSIFIED ENTERPRISES, LLC · 23 years registered

Brand Profile

Not yet started

Career History

DIVERSIFIED, LLC

Aug 2024 – present

DIVERSIFIED, LLC

Sep 2019 – Nov 2024

WILMINGTON, DE

LINCOLN INVESTMENT

Apr 2011 – Aug 2019

WYNCOTE, PA

WADDELL & REED, INC.

Aug 2003 – Apr 2005

CHADD'S FORD, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · August 4, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DIVERSIFIED ENTERPRISES, LLC

CRD 331709 · SEC 801-130728

AUM

$1.6B

Regulatory assets under management

Employees

4,562 client accounts

Services offered by DIVERSIFIED ENTERPRISES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at DIVERSIFIED ENTERPRISES, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Allen Fisher offer?

Michael Allen Fisher specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.

What are Michael Allen Fisher's credentials?

Michael Allen Fisher holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Allen Fisher located?

Michael Allen Fisher is based in WILMINGTON, Delaware, working with DIVERSIFIED ENTERPRISES, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.

How does Michael Allen Fisher charge for services?

Michael Allen Fisher's firm is compensated through percentage of aum, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DIVERSIFIED ENTERPRISES, LLC?

DIVERSIFIED ENTERPRISES, LLC has approximately 41 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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