Unclaimed Profile

Katharine Post Wagner

DIVERSIFIED PORTFOLIOS INC·BLOOMFIELD HILLS, Michigan

Clean recordDIVERSIFIED PORTFOLIOS INC

39520 WOODWARD AVENUE, BLOOMFIELD HILLS, MI 48304CRD# 6120242Firm CRD# 108942

Profile Verification

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

Identity

Katharine Post Wagner · BLOOMFIELD HILLS, MI

Registration

CRD #6120242 · DIVERSIFIED PORTFOLIOS INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Katharine Post Wagner is a registered financial advisor based in BLOOMFIELD HILLS, Michigan, affiliated with DIVERSIFIED PORTFOLIOS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

DIVERSIFIED PORTFOLIOS INC

DIVERSIFIED PORTFOLIOS, INC.

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DIVERSIFIED PORTFOLIOS INC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6120242

Firm CRD# 108942

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Katharine Post Wagner offer?

Katharine Post Wagner specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are Katharine Post Wagner's credentials?

Katharine Post Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Katharine Post Wagner located?

Katharine Post Wagner is based in BLOOMFIELD HILLS, Michigan, working with DIVERSIFIED PORTFOLIOS INC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does Katharine Post Wagner charge for services?

Katharine Post Wagner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DIVERSIFIED PORTFOLIOS INC?

DIVERSIFIED PORTFOLIOS INC has approximately 10 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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