Independent Financial Advisor
Lakeville, Mn
When you work with Diversified Wealth Management, you’re working with a team of highly skilled individuals. We have locations in St Louis Park, Prior Lake, Richfield/Bloomington, Coon Rapids, Maple Grove, Albany and Lakeville. We also have advisors in Bismarck ND that service all of North Dakota and the surrounding area.We take a full service approach to Financial Planning and Wealth Management in order to help people pursue their financial goals. We offer a vast array of financial services to assist both our Individual and small business clients.Because every client is unique, we offer independent advisory services. Because we're independent, we start each relationship with "real" financial planning and focus on unbiased solutions first. Just remember, all investments involve the risk of potential investments losses and no strategy can assure a profit.Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has relationships with a variety of financial services companies. If we don’t offer the services you're looking for or don't provide the financial products you need, we can refer you to the proper sources.We specialize in helping both individuals and small businesses. Securities offered through Securities America Inc., Member FINRA (www.finra.org) /SIPC (www.sipc.org) and advisory services offered through Securities America Advisors, Inc., Corey Stich, Representative. Diversified Wealth Management, Oak Tree Insurance, LLC, Provincial Bank and the Securities America Companies are independently owned. Not FDIC Insured * No Bank Guarantee * May Lose Value7303 161st St Suite 200, Lakeville, MN 55044 Securities licensed in: MNcorey@diversifiedwealthmanagement.com