Guy Matthew Eckman
Advisor at Diversified Management Inc — Milwaukee, WI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
6 years
Location
Milwaukee, WI 53202
Diversified Management Inc
Team
Total advisors
6Clients per advisor
57 TypicalAvg AUM per client
$5,157,330 Very HighHNW client ratio
63% Very HighGuy Eckman is a CFP® professional with six years of experience in financial advisory. He is currently with Diversified Management, Inc. in Milwaukee, WI, where he has been since 2023. Prior to that, he worked at Midwest Heritage Financial Services and Securities America, Inc. He holds the Series 66 registration. Diversified Management, Inc. provides investment advisory, financial planning, and income tax services primarily to high-net-worth individuals, trusts, and estates. The firm emphasizes asset allocation and diversification using fundamental analysis and no-load mutual funds, managing approximately $1.87 billion in client assets across six advisors.
Based on Diversified Management Inc
Based on Diversified Management Inc
$0 - $500,000: 1.25% $500,000 - $2 million: 1.00% $2 million - $4 million: 0.75% $4 million - $10 million: 0.50% $10 million+: 0.25%
Fees for tax planning and preparation of returns are determined by professional time required; fees for financial planning services are set in advance based on estimated professional time.
Account minimum: $500,000 Fee-only: DMI is a fee-only financial planning and investment management firm; does not sell commissioned products.
Milwaukee, WI
330 E. Kilbourn Ave., Suite 1475
Milwaukee WI 53202
Advisors at this office
6
Texas · Wisconsin
6 years of industry experience
Diversified Management, Inc.
2023 - Present • 3 years
Milwaukee, WI
Diversified Management, Inc.
2023 - Present • 3 years
Milwaukee, WI
Midwest Heritage Financial Services
2020 - Present • 6 years
West Des Moines, IA
Securities America, inc.
2020 - Present • 6 years
West Des Moines, IA
Midwest Heritage Financial Advisors
2019 - 2023 • 4 years
West Des Moines, IA
Securities America, inc.
2019 - 2020 • 1 year
West Des Moines, IA
UNemployed
2019 - 2019 • 1 year
West Des Moines, IA
Honkamp Krueger
2019 - 2019 • 1 year
Dubuque, IA
Honkamp Krueger Financial Services
2019 - 2019 • 1 year
Dubuque, IA
UNemployed
2019 - 2019 • 1 year
Des Moines, IA
Palmer Group - Principal Financial
2018 - 2019 • 1 year
West Des Moines, IA
UNemployed
2018 - 2018 • 1 year
West Des Moines, IA
River Glen Wealth Counselors
2016 - 2018 • 2 years
West Des Moines, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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