Unclaimed Profile

Katharine Post Wagner

DIVERSIFIED PORTFOLIOS INC·BLOOMFIELD HILLS, Michigan

Series 65Clean record13 years registeredDIVERSIFIED 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 · 13 years registered

Brand Profile

Not yet started

Career History

DIVERSIFIED PORTFOLIOS, INC.

Nov 2015 – present

BOK FINANCIAL ADVISORS

Feb 2013 – Sep 2015

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 7, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DIVERSIFIED PORTFOLIOS INC

CRD 108942 · SEC 801-56371

AUM

$1.5B

Regulatory assets under management

Employees

2,085 client accounts

Services offered by DIVERSIFIED PORTFOLIOS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DIVERSIFIED PORTFOLIOS INC →

Introduction

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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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