Diversified Wealth Management
Financial Services
4501 Minnetonka Blvd
34 employees
- Employees
- 34
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Diversified Wealth Management Overview
- Headquarters
- 4501 Minnetonka Blvd
- Phone Number
- Available in AeroLeads
- Website
- diversifiedwealthmanagement.com
- Industry
- Financial Services
- Employees
- 34
- Founded
- 2003
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Diversified Wealth Management
As an independent financial firm, we take a full service approach to Financial Planning and Wealth Management in order to help people pursue their financial goals. Please visit our website, listed below for full disclosures. Third-party comments may not be representative of all customer experiences
Diversified Wealth Management Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 2
- 66.7% coverage
Diversified Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Greg Bowar | Vice President - Partner | Chaska, Minnesota, United States |
Email
Phone
|
| Christopher Beck, Mba | Independent Financial Advisor at Diversified Wealth Management | Minneapolis, Minnesota, United States |
Email
|
| Todd Terhorst | Cfp, Aif, Clu, Chfc, Aams, Crpc, Cfed, Awma, Cmfc, Ricp - President/mng Partner at Diversified Wealth Management, Llc | Minneapolis, Minnesota, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
6 profiles
VP / Head
4 profiles
Associate / junior
4 profiles
Executive
3 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 5 | 5 | 3 |
| General | 4 | 4 | 3 |
| Finance | 4 | 4 | 0 |
| Marketing | 1 | 1 | 0 |
| Operations | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
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