Katie Wagner, Cfp®
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Katie Wagner, Cfp® Email & Phone Number

President and Wealth Advisor at Diversified Portfolios, Inc. at Diversified Portfolios, Inc
Location: Bloomfield Hills, Michigan, United States 3 work roles 2 schools
1 work email found @diversifiedportfolios.net LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email k****@diversifiedportfolios.net
LinkedIn Profile matched
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Current company
Diversified Portfolios, Inc
Role
President and Wealth Advisor at Diversified Portfolios, Inc.
Location
Bloomfield Hills, Michigan, United States
Company size
10 employees

Who is Katie Wagner, Cfp®? Overview

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Quick answer

Katie Wagner, Cfp® is listed as President and Wealth Advisor at Diversified Portfolios, Inc. at Diversified Portfolios, Inc, a with 10 employees, based in Bloomfield Hills, Michigan, United States. AeroLeads shows a work email signal at diversifiedportfolios.net and a matched LinkedIn profile for Katie Wagner, Cfp®.

Katie Wagner, Cfp® previously worked as President and Wealth Advisor | Partner at Diversified Portfolios, Inc and AVP, Portfolio Manager at Colorado State Bank And Trust. Katie Wagner, Cfp® holds Bachelor Of Arts, Psychology, Economics from Cornell University.

Company email context

Email format at Diversified Portfolios, Inc

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*@diversifiedportfolios.net
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AeroLeads found 1 current-domain work email signal for Katie Wagner, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Katie Wagner, Cfp®

Katie Wagner, Cfp® is a President and Wealth Advisor at Diversified Portfolios, Inc. at Diversified Portfolios, Inc.

Current workplace

Katie Wagner, Cfp®'s current company

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Diversified Portfolios, Inc
Diversified Portfolios, Inc
President and Wealth Advisor at Diversified Portfolios, Inc.
bloomfield hills, michigan, united states
Website
diversifiedportfolios.net
Employees
10
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3 roles

Katie Wagner, Cfp® work experience

A career timeline built from the work history available for this profile.

President And Wealth Advisor | Partner

Current
Diversified Portfolios, Inc

Bloomfield Hills, Mi

Diversified Portfolios, Inc. is a wealth management and investment advisory firm based in Bloomfield Hills, Michigan. We believe in putting people over products, and unlike brokerage houses we act as a fiduciary—required to put your best interest over ours every time. We prioritize building strong, personal relationships with our clients and we aim to help people clarify and understand the wealth management issues they face. We provide unbiased investment management based on long-held principles of diversification, cost effectiveness and tax efficiency. 100% of our wealth advisors have earned industry-specific designations and we have been proud to serve clients throughout the United States for over 30 years.For more information, please visit our website at www.divport.com.

Oct 2015 - Present
Team & coworkers

Colleagues at Diversified Portfolios, Inc

Other employees you can reach at diversifiedportfolios.net. View company contacts for 10 employees →

RY Ron Yolles, Jd, Cfa Ron Yolles, Jd, Cfa Colleague at Diversified Portfolios, IncBloomfield Hills, Michigan, United States View → BS Bradley Sorenson, Cfp®, Mspfp Bradley Sorenson, Cfp®, Mspfp Colleague at Diversified Portfolios, IncDetroit Metropolitan Area, United States View → OP Olivia Pierce Olivia Pierce Colleague at Diversified Portfolios, IncUnited States View → BC Brad Cox Brad Cox Colleague at Diversified Portfolios, IncRochester, Michigan, United States View → VS Vaada Shaffer Vaada Shaffer Colleague at Diversified Portfolios, IncBloomfield Hills, Michigan, United States View → CB Catharine Betzig Catharine Betzig Colleague at Diversified Portfolios, IncDetroit Metropolitan Area, United States View → RY Ron Yolles Ron Yolles Colleague at Diversified Portfolios, IncBloomfield Hills, Michigan, United States View → SW Susan W. Susan W. Colleague at Diversified Portfolios, IncDetroit Metropolitan Area, United States View → DH Dick Hurtz Dick Hurtz Colleague at Diversified Portfolios, IncOshkosh, Wisconsin, United States View → CM Ceree Mills Ceree Mills Colleague at Diversified Portfolios, IncDetroit, Michigan, United States View →
2 education records

Katie Wagner, Cfp® education

Bachelor Of Arts, Psychology, Economics

Cornell University

Activities and Societies: Cornell Alpine Ski Team, Women's Captain; Pi Beta Phi

Education record

Cranbrook Kingswood
FAQ

Frequently asked questions about Katie Wagner, Cfp®

Quick answers generated from the profile data available on this page.

What company does Katie Wagner, Cfp® work for?

Katie Wagner, Cfp® works for Diversified Portfolios, Inc.

What is Katie Wagner, Cfp®'s role at Diversified Portfolios, Inc?

Katie Wagner, Cfp® is listed as President and Wealth Advisor at Diversified Portfolios, Inc. at Diversified Portfolios, Inc.

What is Katie Wagner, Cfp®'s email address?

AeroLeads has found 1 work email signal at @diversifiedportfolios.net for Katie Wagner, Cfp® at Diversified Portfolios, Inc.

Where is Katie Wagner, Cfp® based?

Katie Wagner, Cfp® is based in Bloomfield Hills, Michigan, United States while working with Diversified Portfolios, Inc.

What companies has Katie Wagner, Cfp® worked for?

Katie Wagner, Cfp® has worked for Diversified Portfolios, Inc, Colorado State Bank And Trust, and Bank Of New York Mellon.

Who are Katie Wagner, Cfp®'s colleagues at Diversified Portfolios, Inc?

Katie Wagner, Cfp®'s colleagues at Diversified Portfolios, Inc include Ron Yolles, Jd, Cfa, Bradley Sorenson, Cfp®, Mspfp, Olivia Pierce, Brad Cox, and Vaada Shaffer.

How can I contact Katie Wagner, Cfp®?

You can use AeroLeads to view verified contact signals for Katie Wagner, Cfp® at Diversified Portfolios, Inc, including work email, phone, and LinkedIn data when available.

What schools did Katie Wagner, Cfp® attend?

Katie Wagner, Cfp® holds Bachelor Of Arts, Psychology, Economics from Cornell University.

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