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Guy Eckman, Cfp® Email & Phone Number
Financial Planner and Tax Advisor
at
Diversified Management Inc.
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner and Tax Advisor
Location
Milwaukee, Wisconsin, United States
Company size
Who is Guy Eckman, Cfp®? Overview
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Quick answer
Guy Eckman, Cfp® is listed as Financial Planner and Tax Advisor at Diversified Management Inc., a company with 18 employees, based in Milwaukee, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Guy Eckman, Cfp®.
Guy Eckman, Cfp® previously worked as Financial Planner & Tax Advisor at Diversified Management Inc. and Hy-Vee Financial Planner, Eastern Region at Midwest Heritage, A Hy-Vee Company. Guy Eckman, Cfp® holds Marketing, Business Law Concentration from Drake University.
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Email format at Diversified Management Inc.
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Diversified Management Inc.
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Profile bio
About Guy Eckman, Cfp®
Guy Eckman, Cfp® is a Financial Planner and Tax Advisor at Diversified Management Inc..
Current workplace
Guy Eckman, Cfp®'s current company
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Diversified Management Inc.
6 roles
Guy Eckman, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Planner & Tax Advisor
Current- Advise clients on all aspects of their balance sheet including investment accounts, cash management, qualified plans, partnerships and real estate
- Create and update comprehensive financial plans for high-net-worth individuals and families in order to maximize client objectives and ensure they are aligned with lifestyle goals
- Review, prepare and file tax returns while implementing tax saving strategies
- Utilize ‘Lacerte’ ‘Investment Proposal Center’, ‘Portfolio Center’, ‘Moneyguide Pro’, ‘Orion’, ‘Advisor Engine CRM’ and ‘YCharts’ programs
Aug 2023 - Present
Hy-Vee Financial Planner, Eastern Region
Having seen firsthand what the impacts of having a sound financial plan can do for a family, I strive to provide my clients with the proper tools and expertise to take on whatever challenges may arise in life. Each individual I work with has a unique set of circumstances that requires a personalized plan. I take pride in getting to know my clients and.
Oct 2019 - Jul 2023
Associate Financial Planner
- Compiled and reviewed relevant financial documents in order to identify opportunities for investment, risk management, and retirement planning- Developed deliverables for client meetings such as investment analysis, cash flow analysis, income tax analysis, risk management analysis, balance sheets, and estate plan flowcharts- Utilized 'eMoney' software to.
Apr 2019 - Jun 2019
Investment Operations Analyst (Contractor)
- Worked with a team of individuals to book daily cash flows, monitor client accounts, conduct periodic reconciliations, and execute currency exchanges- Collaborated daily with Principal offices overseas- Utilized 'Charles River', 'Security Move', 'Electra', 'Porita', and 'Eagle' programs
Oct 2018 - Mar 2019
River Glen Wealth Counselors
- Supported two financial advisors in their day to day operations of running a comprehensive financial planning firm- Provided timely research and reporting for client meetings- Established an organized way of transferring sensitive information electronically- Utilized 'Investment Proposal Center', 'Portfolio Center', 'Navi Plan', and 'Morning Star'.
Jan 2016 - Jul 2018
Team & coworkers
Colleagues at Diversified Management Inc.
Other employees you can reach at diversifiedmanagement.com. View company contacts for 18 employees →
KN
Kylie Norman
Colleague at Diversified Management Inc.Greater Milwaukee, United States
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GA
Garren Agle, Cfp®
Colleague at Diversified Management Inc.Menomonee Falls, Wisconsin, United States, United States
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ME
Michael Egan
Colleague at Diversified Management Inc.Belgium, Wisconsin, United States, United States
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Kylie Norman
Colleague at Diversified Management Inc.Greater Milwaukee, United States
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GA
Garren Agle, Cfp®
Colleague at Diversified Management Inc.Menomonee Falls, Wisconsin, United States, United States
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ME
Michael Egan
Colleague at Diversified Management Inc.Belgium, Wisconsin, United States, United States
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2 education records
Guy Eckman, Cfp® education
Marketing, Business Law Concentration
Education record
Iowa City West High School
FAQ
Frequently asked questions about Guy Eckman, Cfp®
Quick answers generated from the profile data available on this page.
What company does Guy Eckman, Cfp® work for?
Guy Eckman, Cfp® works for Diversified Management Inc..
What is Guy Eckman, Cfp®'s role at Diversified Management Inc.?
Guy Eckman, Cfp® is listed as Financial Planner and Tax Advisor at Diversified Management Inc..
Where is Guy Eckman, Cfp® based?
Guy Eckman, Cfp® is based in Milwaukee, Wisconsin, United States while working with Diversified Management Inc..
What companies has Guy Eckman, Cfp® worked for?
Guy Eckman, Cfp® has worked for Diversified Management Inc., Midwest Heritage, A Hy-Vee Company, Honkamp Krueger & Co., P.C., Principal Financial Group, and River Glen Wealth Counselors.
Who are Guy Eckman, Cfp®'s colleagues at Diversified Management Inc.?
Guy Eckman, Cfp®'s colleagues at Diversified Management Inc. include Kylie Norman, Garren Agle, Cfp®, and Michael Egan.
How can I contact Guy Eckman, Cfp®?
You can use AeroLeads to view verified contact signals for Guy Eckman, Cfp® at Diversified Management Inc., including work email, phone, and LinkedIn data when available.
What schools did Guy Eckman, Cfp® attend?
Guy Eckman, Cfp® holds Marketing, Business Law Concentration from Drake University.
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