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:


AIF - Accredited Investment Fiduciary

AAMS - Accredited Asset Management Specialist

APMA - Accredited Portfolio Management Advisor 

AAMS - Accredited Asset Management Specialist

CPA - Certified Pulic Accountant 

BFA - Behavorial Financial Advisor   

CFEd® - Certified Financial Educator        

ChFC® - Chartered Financial Consultant

CLU® - Chartered Life Underwriter   

CMFC® - Chartered Mutual Fund Counselor                

CRPC® - Certified Retirement Planning Counselor              

CRPS® - Certified Retirement Plans Specialist           

JD - Juris Doctorate          

MBA - Masters in Business Adminstration

RICP - Retirement Income Certified Professional 

NSSA - National Social Security Advisor Certificate Holder


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.