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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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Michael P. Schmidt

CFP® | Chairman / President / Chief Compliance Officer

Michael P. Schmidt is President of Diversified Management, Inc. (DMI). As the Chief Compliance Officer, Mike’s most important role with DMI is as the executive responsible for compliance with regulatory requirements and the development of policies and procedures, according to the rules issued by the Securities and Exchange Commission.

Prior to joining Diversified Management in 1996, Mike was a Supervisor and Trust Operations/Securities Team Leader in the securities department of Firstar Trust Company. He is a Certified Financial Planner (CFP).

Mike graduated from the University of Wisconsin-Whitewater in 1990 with a Bachelor of Business Administration (BBA), majoring in finance. He is a Certified Financial Planner (CFP) and a member of the Financial Planning Association (FPA).

Originally from Wisconsin, Mike and his wife, Lynn, have their current primary residence in north Phoenix. In his spare time, he enjoys riding his Harley-Davidson motorcycle, running, hiking and snow skiing.

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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.

© Diversified Management, Inc.
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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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