RBC Capital Markets
47yrs
Top advisor by experience in Milwaukee
29yrs
Michael Egan has worked in the financial industry for 29 years and is a financial advisor based in Milwaukee, Wisconsin. Michael joined Diversified Management in 2003, a firm offering financial planning, investment management, and selecting outside investment managers. Michael holds the CFP® designation.
At a glance
Experience29 years (since 1997)
How that compares ?Top advisor by experience at Diversified Management
Office330 E. Kilbourn Ave. Suite 1475, Milwaukee, WI 53202
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$5.16 million
Advisors at the firm6
States licensed ?1 state
Services through Diversified Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2003 – nowDiversified Management Inc.Current firm
Contact Michael
(414) 292-1900Diversified Management main office 330 E. Kilbourn Ave. Suite 1475Milwaukee, WI 53202Office · Get directions Firm websiteHTTP://WWW.CREAMCITYINVEST.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Diversified Management at (414) 292-1900 and ask for Michael Egan. Michael works from the Milwaukee, WI office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1997, about 29 years. Top advisor by experience at Diversified Management.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Diversified Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Heartland Advisors
47yrs
Top advisor by experience at Heartland Advisors
Morgan Stanley
47yrs
Top 1% by experience in Milwaukee
Northland Asset Management
46yrs
Top advisor by experience at Northland Asset Management
Northland Asset Management
46yrs
Top 1% by experience in Milwaukee
RBC Capital Markets
46yrs
Top 1% by experience in Wisconsin