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11512 N. Port Washington Rd Ste 101C, Mequon, WI 53092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-24 |
Branch Locations
11512 N. Port Washington Rd Ste 101C, Mequon, WI 53092 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Captial Mgmt, Inc | Milwaukee | WI | 01/1989 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2015 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2015 | 10/2016 |
| Diversified Capital Wealth Management, Llc | Mequon | WI | 02/2016 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-24 |
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