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Michael Patrick Egan

Diversified Management Inc

Milwaukee, WI

CRD 2877432

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Employer firm

Diversified Management Inc CRD 106680

$1.87B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Diversified Management Inc

330 E. Kilbourn Ave. Suite 1475, Milwaukee, WI 53202 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-06-11
TX RA APPROVED 2003-12-18
  • WI RA
    APPROVED
    Since 2025-06-11
  • TX RA
    APPROVED
    Since 2003-12-18

Branch Locations

330 E. Kilbourn Ave. Suite 1475, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Diversified Management, Inc. Milwaukee WI 12/1998 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-09-12
  • S63 Uniform Securities Agent State Law Examination
    1997-09-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC

Nearby Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON

Nearby Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI

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