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Michael Erik Carmona

Diversified Portfolios, Inc.

Bloomfield Hills, MI

CRD 7434412

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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
MI RA APPROVED 2023-07-18
  • MI RA
    APPROVED
    Since 2023-07-18

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
Planning Alternatives Ltd Bloomfield Hills MI 03/2020 09/2021
Isto Advisors Troy MI 08/2019 03/2020
White Pine Investment Company Livonia MI 12/2015 08/2019
Planning Alternatives Ltd Birmingham MI 09/2021 06/2023
Diversified Portfolios, Inc. Bloomfield Hills MI 07/2023 Present
Previous Registrations
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Michael Erik Carmona

View on SEC IAPD

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ENGLISH CAPITAL MANAGEMENT LLC
SCHWARTZ & CO.
LPL FINANCIAL LLC

Nearby Investors

JANETTE LEIGH SCHAD
ROMAIN HUBERT DUCASSE
Jacob Cole Herman

Nearby Offices

ENGLISH CAPITAL MANAGEMENT LLC · BLOOMFIELD HILLS, MI
SCHWARTZ & CO. · BLOOMFIELD HILLS, MI
GREGORY J. SCHWARTZ & CO., INC. · BLOOMFIELD HILLS, MI

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