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Katharine Post Wagner

Diversified Portfolios, Inc.

Bloomfield Hills, MI

CRD 6120242

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Employer firm

Diversified Portfolios, Inc. CRD 108942

$1.94B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Diversified Portfolios, Inc.

39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-08-07
MI RA APPROVED 2015-11-04
  • TX RA
    APPROVED
    Since 2018-08-07
  • MI RA
    APPROVED
    Since 2015-11-04

Branch Locations

39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • 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 Portfolios, Inc. Bloomfield Hills MI 10/2015 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-02-06
  • S65 Uniform Investment Adviser Law Examination
    2013-02-06
Designations
  • Certified Financial Planner
Other Names
  • Katie Post
  • Katie Wagner
  • Katharine C Post

View on SEC IAPD

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ENGLISH CAPITAL MANAGEMENT LLC · BLOOMFIELD HILLS, MI
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