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Katie Wagner, Cfp® is listed as President and Wealth Advisor at Diversified Portfolios, Inc. at Diversified Portfolios, Inc, a company 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.
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AeroLeads found 1 current-domain work email signal for Katie Wagner, Cfp®. Compare company email patterns before reaching out.
Katie Wagner, Cfp® is a President and Wealth Advisor at Diversified Portfolios, Inc. at Diversified Portfolios, Inc.
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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.
Other employees you can reach at diversifiedportfolios.net. View company contacts for 10 employees →
Vaada Shaffer
Colleague at Diversified Portfolios, Inc
Bloomfield Hills, Michigan, United States, United States
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Tom Post
Colleague at Diversified Portfolios, Inc
Bloomfield Hills, Michigan, United States, United States
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Ceree Mills
Colleague at Diversified Portfolios, Inc
Detroit, Michigan, United States, United States
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Susan W.
Colleague at Diversified Portfolios, Inc
Detroit Metropolitan Area, United States
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Brad Cox
Colleague at Diversified Portfolios, Inc
Rochester, Michigan, United States, United States
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Catharine Betzig
Colleague at Diversified Portfolios, Inc
Detroit Metropolitan Area, United States
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Kristie Mileski
Colleague at Diversified Portfolios, Inc
Bloomfield Hills, Michigan, United States, United States
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RY
Ron Yolles, Jd, Cfa
Colleague at Diversified Portfolios, Inc
Bloomfield Hills, Michigan, United States, United States
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Dick Hurtz
Colleague at Diversified Portfolios, Inc
Oshkosh, Wisconsin, United States, United States
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Olivia Pierce
Colleague at Diversified Portfolios, Inc
United States, United States
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Activities and Societies: Cornell Alpine Ski Team, Women's Captain; Pi Beta Phi
Quick answers generated from the profile data available on this page.
Katie Wagner, Cfp® works for Diversified Portfolios, Inc.
Katie Wagner, Cfp® is listed as President and Wealth Advisor at Diversified Portfolios, Inc. at Diversified Portfolios, Inc.
AeroLeads has found 1 work email signal at @diversifiedportfolios.net for Katie Wagner, Cfp® at Diversified Portfolios, Inc.
Katie Wagner, Cfp® is based in Bloomfield Hills, Michigan, United States while working with Diversified Portfolios, Inc.
Katie Wagner, Cfp® has worked for Diversified Portfolios, Inc, Colorado State Bank And Trust, and Bank Of New York Mellon.
Katie Wagner, Cfp®'s colleagues at Diversified Portfolios, Inc include Vaada Shaffer, Tom Post, Ceree Mills, Susan W., and Brad Cox.
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.
Katie Wagner, Cfp® holds Bachelor Of Arts, Psychology, Economics from Cornell University.
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