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
  • RICP - Reitrement Income Certified Professional

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 experience to help you pursue your financial goals.