Our Qualifications

The partners of Diversified Wealth Management have been working with individuals and small business owners in the Twin Cities for over 25 years.

Our advisors have extensive experience and are highly trained and qualified to advise clients on a variety of financial planning and wealth management issues.

Many of our advisors hold one or more of the following advanced degrees or professional designations in the financial services industry: 

CFP - Certified Financial Planner                     ChFC - Chartered Financial Consultant

CLU - Chatered Life Underwriter                    CRPC - Certified Retirement Planning Counselor           

AAMS - Accredited Asset Mgmt Specialis      CMFC - Chartered Mutual Fund Counselor            

AWMA - Accredited Wealth Mgmt Advisor       MBA - Masters in Business Adminstration            

CFEd - Certified Financial Educator                      JD - Juris Doctorate        

CRPS - Certified Retirement Plans Specialist

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.