Guy Matthew Eckman

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 07/2018
  River Glen Wealth Counselors
  West Des Moines, IA
• 07/2018 → 09/2018
  Unemployed
  West Des Moines, IA
• 10/2018 → 03/2019
  Palmer Group - Principal Financial
  West Des Moines, IA
• 04/2019 → 04/2019
  Unemployed
  Des Moines, IA
• 04/2019 → 06/2019
  Honkamp Krueger
  Dubuque, IA
• 06/2019 → 09/2019
  Unemployed
  West Des Moines, IA
• 10/2019 → 02/2020
  Securities America, Inc.
  West Des Moines, IA
• 02/2020 → Present
  Securities America, Inc.
  West Des Moines, IA
• 10/2019 → 07/2023
  Midwest Heritage Financial Advisors
  West Des Moines, IA
• 08/2020 → Present
  Midwest Heritage Financial Services
  West Des Moines, IA
• 08/2023 → Present
  Diversified Management, Inc.
  Milwaukee, WI
• 04/2019 → 06/2019
  Honkamp Krueger Financial Services
  Dubuque, IA
• 08/2023 → Present
  Diversified Management, Inc.
  Milwaukee, WI

Previous Registrations

• 2021-01-21 → 2023-08-08
  Midwest Heritage Financial Advisors
  West Des Moines, IA

Exams

• S66 Uniform Combined State Law Examination
  2020-11-30

Designations

• Certified Financial Planner

Other Names

• Guy Eckman