Diversified Portfolios, Inc.

Diversified Portfolios, Inc. (CRD# 108942) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $1,546,544,947 in 2,085 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,547
    MILLION
  • Total Number of Accounts
    2,085
    ACCOUNTS
  • Average Account Value
    $741,748
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, MA, MI, NC, NH, NJ, NY, PA, TX, WA

Financial Advisors at Diversified Portfolios, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Thomas C. Post
CRD#: 2388720
39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304

Thomas Post (CRD# 2388720) is an Investment Advisor Representative working at Diversified Portfolios, Inc. in Bloomfield Hills, MI and has over 30 years of experience in the finance industry.

2
Robert E. Toal
CRD#: 1339366
39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304

Robert Toal (CRD# 1339366) is an Investment Advisor Representative working at Diversified Portfolios, Inc. in Bloomfield Hills, MI and has over 35 years of experience in the finance industry.

3
Katharine P. Wagner
CRD#: 6120242
39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304

Katharine Wagner (CRD# 6120242) is an Investment Advisor Representative working at Diversified Portfolios, Inc. in Bloomfield Hills, MI and has over 11 years of experience in the finance industry.

4
Ronald M. Yolles
CRD#: 1678676
39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304
Ronald Yolles (CRD# 1678676) is an Investment Advisor Representative working at Diversified Portfolios, Inc. in Bloomfield Hills, MI and has over 30 years of experience in the finance industry.
5
Michael E. Carmona
CRD#: 7434412
39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304

Michael Carmona (CRD# 7434412) is an Investment Advisor Representative working at Diversified Portfolios, Inc. in Bloomfield Hills, MI and has 1 year of experience in the finance industry.

6
Daniel R. Goldberg
CRD#: 5867319
39520 Woodward Avenue, Suite 200, Bloomfield Hills, MI 48304

Daniel Goldberg (CRD# 5867319) is an Investment Advisor Representative working at Diversified Portfolios, Inc. in Bloomfield Hills, MI and has over 13 years of experience in the finance industry.

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