Michael Robert Palmisano

Employer firm

Diversified Capital Wealth Management, LLC CRD 168428

$20.0M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 01/1989 → Present
  Diversified Captial Mgmt, Inc
  Milwaukee, WI
• 11/2015 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2015 → 10/2016
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 02/2016 → Present
  Diversified Capital Wealth Management, Llc
  Mequon, WI

Previous Registrations

• 2015-11-30 → 2016-10-11
  Cambridge Investment Research Advisors, Inc.
  Mequon, WI
• 2014-02-25 → 2015-11-30
  Concorde Asset Management, Llc
  Ann Arbor, MI
  Mequon, WI
• 2011-03-23 → 2014-02-25
  Cl Wealth Management Llc
  Milwaukee, WI
  Schaumburg, IL
• 2007-07-03 → 2010-04-21
  Voya Financial Advisors, Inc.
  Naperville, IL
  Brookfield, WI

Other Businesses

1.DIVERSIFIED CAPITAL WEALTH MANAGEMENT LLC, 11512 N PORT WASHINGTON RD, STE 101C, MEQUON, WI, 1/2016 AS PRESIDENT/ADVISORY REP OF A RIA. INV REL - 40 HR/WK - 8/TRADING. 2.DIVERSIFIED CAPITAL WEALTH MANAGEMENT LLC, 11512 N PORT WASHINGTON RD, STE 101C, MEQUON, WI, 1/2016 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/MO - 1/TRADING. 3.INDEPENDENT INSURANCE AGENT, MEQUON, WI, 6/1986 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5 HR/MO - 1/TRADING. 4.NOTARY PUBLIC, MEQUON, WI, 1/2002. NIR - 1/MO - 1/TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-17
• S63 Uniform Securities Agent State Law Examination
  1987-06-24