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™ professional  
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.