Diversified Wealth Management

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Diversified Wealth Management Employees

Employee
Years
Job
Industry
Jay Caldwell Jay Caldwell Bismarck, North Dakota Details
Jay Caldwell's Diversified Wealth Management Experience September 2015 - Present
Job Independent Financial Consultant at Diversified Wealth Management
Industry Financial Services
Experience
Diversified Wealth Management   September 2015 - Present
Curian Capital  July 2011 - August 2015
Transamerica  December 2008 - June 2011
National Planning Corporation  May 2008 - November 2008

Skills
Series 7, Investments, Alternative Investments, Separately Managed..., Series 65, Life Insurance, Variable Annuities, Mutual Funds

Education
DePauw University   2004 — 2008
BA, Communications, Economics

DePauw University   2004 — 2008

Benjamin Santerre Benjamin Santerre Phoenix, Arizona Area Details
Benjamin Santerre's Diversified Wealth Management Experience January 2010 - May 2010
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors  May 2010 - Present
Air Force Association  December 2010 - Present
Diversified Wealth Management   January 2010 - May 2010
ABLE Financial   May 2009 - August 2009
3TV KTVK- CNN Affiliate   May 2007 - August 2007

Education
Syracuse University   2006 — 2010
B.A, Economics

Christopher Beck, MBA Christopher Beck, MBA Greater Minneapolis-St. Paul Area Details
Christopher Beck, MBA's Diversified Wealth Management Experience November 2014 - Present
Job Independent Financial Advisor at Diversified Wealth Management
Industry Financial Services
Experience
Diversified Wealth Management   November 2014 - Present
Greater Midwest Financial Group   August 2013 - October 2014
Ameriprise Financial Services, Inc.   November 2011 - June 2013
Lyon's Pub   September 2002 - November 2011
Bennigan's Grill and Tavern  March 1996 - August 2002
KFAN Radio   August 1993 - January 1996
KOLV Radio   January 1992 - January 1993

Skills
Insurance, Portfolio Management, Wealth Preservation..., Financial Analysis, Financial Advisory, Series 7, Series 63, Investments, Financial Services, Retirement Planning, Financial Planning, Wealth, Management, Mutual Funds, Finance, Family Finances, Wealth Management, Securities, Leadership, Customer Service, Retirement, Strategic Planning

Education
Concordia University-St. Paul   2008 — 2010
Masters Degree, Business Administration

Concordia University-St. Paul   2006 — 2008
B.S., Organizational Management and Communications

Brown Institute   1992 — 1992
A.S. degree, Broadcast Journalism

University of Saint Thomas   1988 — 1990
General Studies

Benilde St. Margaret's   1984 — 1988
H.S. Diploma

Clay Junior High

Christopher MacLennan Christopher MacLennan Minneapolis, Minnesota Details
Christopher MacLennan's Diversified Wealth Management Experience October 2010 - Present
Job VP Portfolio Management and Partner at Diversified Wealth Management. I am also Of Counsel for the Bauer Law Office
Industry Financial Services
Experience
Bauer Law Office   2011 - Present
Diversified Wealth Management   October 2010 - Present
Meridian Financial Group, LLC   September 2007 - October 2010
AXA Equitabe   1997 - 2003

Skills
Estate Planning, Mutual Funds, Retirement Planning, Wealth Management, Retirement, Securities, Strategic Financial..., Asset Allocation, Investment Advisory, IRAs, Investments, Wealth Accumulation, Asset Managment, Pensions, Insurance, Series 7, Investment Strategies, Fixed Annuities, Alternative Investments, Financial Advisory

Education
William Mitchell College of Law   1975 — 1979
Juris Doctor, Law

St. Olaf College   1971 — 1975
BA, Economics

College for Financial Planning
CRPC, Retirement Planning

College for Financial Planning
AWMA, Wealth Management

The American College
CLU, Insurance

The American College
ChFC, Financial Planning and Services

John Melo John Melo Melbourne, Florida Area Details
John Melo's Diversified Wealth Management Experience February 2007 - August 2009
Job President/Owner Diversified Wealth Mgmt
Industry Investment Management
Experience
Diversified Wealth Mgmt/LPL Financial   December 2012 - Present
Edward Jones  August 2009 - December 2012
Diversified Wealth Management   February 2007 - August 2009
Smith Barney  April 2004 - February 2007

Skills
Wealth Management, Series 7, Asset Allocation, Retirement Planning, Mutual Funds, Investment Advisory, IRAs, Retirement, Investment Strategies, Investments, Alternative Investments, Portfolio Management, Equities, Series 63, Series 65, 401k Rollovers, High Net Worth..., Insurance, Securities, Financial Advisory, ETFs, Bonds, Asset Managment, Separately Managed..., Options, Strategic Financial..., Fixed Income

Education
University of Central Florida   1995 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General

University of Central Florida   1994 — 1997
Bachelor of Science (B.S.), Finance and Financial Management Services

Ken Loehlein Ken Loehlein Greater Minneapolis-St. Paul Area Details
Ken Loehlein's Diversified Wealth Management Experience August 2010 - Present
Job Partner, VP Diversified Wealth Management
Industry Financial Services
Experience
Diversified Wealth Management   August 2010 - Present
Aspire Vending, LLC   June 2011 - Present
Aspire Insurance Consultants   May 2009 - Present
AXA Financial  2003 - July 2010
AXA Advisors, LLC  January 2005 - December 2009
community national bank  2001 - 2002
TCF Bank  September 2000 - January 2001
TCF  1999 - 2001
Wells Fargo Financial  June 1999 - July 2000
Norwest Financial  1999 - 2000

Skills
Wealth Management, Investments, Income distribution..., Advanced insurance..., Sophisticated...

Education
Saint John's University   1995 — 1999
BA, Management

Corey Stich Corey Stich Greater Minneapolis-St. Paul Area Details
Corey Stich's Diversified Wealth Management Experience May 2013 - Present
Job Independent Insurance Agent and Financial Planner 9524699261
Industry Insurance
Experience
Oak Tree Insurance, LLC   May 2013 - Present
Diversified Wealth Management   May 2013 - Present
American Family Insurance  September 2011 - May 2013
US BANCORP  April 2010 - May 2011
ASSOCIATED BANC-CORP  March 2006 - November 2009
TC OFFROAD LLP   January 2002 - December 2007
US BANCORP  June 2002 - March 2006
WELLS FARGO & COMPANY  April 2001 - June 2002
GILLELAND CHEVROLET  September 1995 - April 2001

Skills
Wealth Management, Fixed Annuities, Property & Casualty..., Retirement Planning, Investments, Disability Insurance, Strategic Financial..., Long-term Care, Underwriting, Term Life Insurance, Whole Life, IRAs, Commercial Insurance, Banking, Wealth Management..., Financial Advisory, Universal Life, Variable Annuities, Retirement, Mutual Funds, Series 7, Series 6, Series 63, Umbrella Insurance, Commercial Lines, 401k, 401k Rollovers, Roth IRA, Liability, Renters, Long Term Care Insurance, Workers Compensation, Legal Liability, Cross Selling, Homeowners, Professional Liability, General Insurance

Education
St. Cloud State University

Douglas Mock, CFP® Douglas Mock, CFP® Greater Minneapolis-St. Paul Area Details
Douglas Mock, CFP®'s Diversified Wealth Management Experience May 2006 - October 2007
Job CERTIFIED FINANCIAL PLANNER™ professional at Everest Financial Group, LLC
Industry Financial Services
Experience
Everest Financial Group, LLC   October 2007 - Present
Diversified Wealth Management   May 2006 - October 2007

Skills
Retirement Planning, Finance, Mutual Funds, Risk Management, Cash Management, Business Analysis, Asset Managment, Retirement, Investments, Asset Allocation, Wealth Management, Securities, Financial Advisory, Estate Planning

Education
Brigham Young University   1978 — 1980
Bachelor’s of Science Degree, Business - Finance

University of Minnesota-Twin Cities   1973 — 1978
Associate Degree, Liberal Arts and Sciences, General Studies and Humanities

Andie Evans Andie Evans Bellevue, Washington Details
Andie Evans's Diversified Wealth Management Experience 2005 - 2013
Job Director of Client Communications and Marketing at HighTower Bellevue
Industry Financial Services
Experience
HighTower  July 2014 - Present
Triad Wealth Stewardship   December 2013 - July 2014
Diversified Wealth Management   2005 - 2013
Chanhassen Dinner Theatres  October 2001 - March 2005

Skills
Marketing, Team Building, Leadership, Customer Service, Public Speaking, Client Services, Microsoft Office, Strategic Planning, Microsoft Excel, Process Improvement

Education
Minnesota State University, Mankato   1997 — 2000
Mass Communications

Prior Lake High School   1994 — 1997

Gary Berube Gary Berube Bismarck, North Dakota Details
Gary Berube's Diversified Wealth Management Experience June 2011 - Present
Job Registered Representative at Diversified Wealth Management
Industry Financial Services
Experience
Diversified Wealth Management   June 2011 - Present
Axa Advisors Equitable Life   September 1994 - May 2011

Skills
Retirement, Long Term...

Education
The University of North Dakota   1969 — 1973
B.S.B.A, Accounting

Greg Bowar Greg Bowar Greater Minneapolis-St. Paul Area Details
Greg Bowar's Diversified Wealth Management Experience August 2012 - Present
Job Vice President Partner
Industry Financial Services
Experience
Diversified Wealth Management   August 2012 - Present
Investment Centers of America  September 2009 - August 2012
UBS  October 2007 - September 2009
Insurance Wholesaler   July 2004 - October 2007
Strategic Futures and Options   August 2002 - July 2004
Software Distributor   July 1998 - August 2002
US Bank  May 1997 - July 1998
Schering-Plough Pharmaceuticals  February 1989 - March 1997

Skills
Financial Advisory, Financial Services, Retirement Planning, Wealth Management, Estate Planning, Mutual Funds, Asset Allocation, Strategic Financial..., Fixed Annuities, Portfolio Management

Education
The American College   2004 — 2006
ChFC, Charter Financial Consultant

The University of South Dakota   1982 — 1986
MBA, business

South Dakota State University   1976 — 1980
BS, Business

Nicholas Loehlein Nicholas Loehlein St. Cloud, Minnesota Area Details
Nicholas Loehlein's Diversified Wealth Management Experience April 2014 - Present
Job VP of Investments & Insurance planning at Diversified Wealth Management
Industry Financial Services
Experience
Diversified Wealth Management   April 2014 - Present
AXA Advisors, LLC  April 2006 - April 2014
JRA Financial Advisors  March 2004 - July 2006
CliftonLarsonAllen LLP  1999 - 2004

Skills
Investments, Insurance, Fixed Annuities, Securities, Retirement Planning, Life Insurance, Investment Advisory, Finance, Tax, FINRA, Series 7, Mutual Funds, Retirement, Series 63, Asset Allocation

Education
Saint Cloud State University - G.R. Herberger College of Business   1997 — 2001
B.S., Economic Business, Economics

St. Cloud State University   1997 — 2001
Bachelor of Arts (B.A.), Ecomomic Business