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Diversified Management Inc. - Wealth Management & Financial Planning in Milwaukee, Wisconsin Diversified Management Inc. - Wealth Management & Financial Planning in Milwaukee, Wisconsin
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Jason R. Miller

CFP® | Senior Vice President / Financial Adviser

Jason R. Miller joined Diversified Management, Inc. (DMI) in 1999. He is a Certified Financial Planner and a member of the Financial Planning Association (FPA).

Prior to Joining the firm, Jason worked in marketing for an investment management company headquartered in Wisconsin. He graduated summa cum laude from Marquette University in 1999 with a degree in business administration, majoring in finance and marketing. He has an extensive financial background, and as a Certified Financial Planner (CFP) and a member of the Financial Planning Association (FPA), he strives to provide his clients with effective, comprehensive personalized financial solutions. Jason and his wife, Kim, have two sons, Scott and Tyler. In addition to his work, family, church and charitable endeavors, Jason is an avid soccer player, youth soccer coach and a Marquette basketball season ticket holder. He is originally from Janesville, Wisconsin.

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CONTACT US

Diversified Management, Inc.
330 E. Kilbourn Ave., Suite 1475
Milwaukee, WI 53202
P: 414-292-1900
F: 414-292-1914
info@diversifiedmanagement.com

FIND US

Our offices are near the corner of
Kilbourn and Broadway.

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Hours: M-F 8:30 am – 5:00 pm

MEMBERS

All advisors at DMI are members of the Financial Planning Association.

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Diversified Management Inc. - Wealth Management & Financial Planning in Milwaukee, Wisconsin Diversified Management Inc. - Wealth Management & Financial Planning in Milwaukee, Wisconsin
Diversified Management © 2015 | All Rights Reserved

WE ARE PLEASED TO ANNOUNCE A CHANGE OF ADDRESS.
Please note that our address has changed but our phone number remains the same.

330 East Kilbourn Avenue
Suite 1475
Milwaukee, WI 53202

414-292-1900

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