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Chief Financial Officer · Diversified Management Inc

Chad A. Thistle

CRD 3261935 · Named on Form ADV at one SEC-registered adviser

At a glance

Diversified Management Inc, an SEC-registered wealth manager based in Milwaukee, WI with $1.9 billion in regulatory assets, lists Chad A. Thistle on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

AtlasMembers

Chad’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Michael P. SchmidtChairman, President and Chief Compliance Officer, Diversified Management Inc
  • Michael P. EganManaging Director and Chief Investment Officer, Diversified Management Inc
  • Garren L. AgleVice President & Chief Information Officer, Diversified Management Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Chad’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.