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Chairman, President and Chief Compliance Officer · Diversified Management Inc

Michael P. Schmidt

CRD 2139566 · 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 Michael P. Schmidt on its Form ADV as Chairman, President and Chief Compliance Officer, a control person.

Firms and roles

  • Diversified Management IncChairman, President and Chief Compliance OfficerWealth manager · Milwaukee, WI · $1.9B in regulatory assets

AtlasMembers

Michael’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
Locked
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. EganManaging Director and Chief Investment Officer, Diversified Management Inc
  • Chad A. ThistleChief Financial 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 Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.