RBC Capital Markets
47yrs
Top advisor by experience in Milwaukee
6yrs
Guy Eckman is a fiduciary financial advisor in Milwaukee, Wisconsin, with 6 years in the industry. After three years at Midwest Heritage Financial Advisors, Guy joined Diversified Management in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. Guy holds the CFP® designation.
One of 1008 advisors with offices in Milwaukee, and one of 888 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
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 66Uniform Combined State Law Examination
Career
- 2024 – nowDiversified Management Inc.Current firm
- 2021 – 2023Midwest Heritage Financial AdvisorsPreviously
Contact Guy
(414) 292-1900Diversified Management main office 330 E. Kilbourn Ave. Suite 1475Milwaukee, WI 53202Office · Get directions Firm websitewww.creamcityinvest.com
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Questions to ask Guy
Tailored to Guy’s registration and firm.
- 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
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About Guy
How do I contact Guy?
Call Diversified Management at (414) 292-1900 and ask for Guy Eckman. Guy works from the Milwaukee, WI office.
How long has Guy been a financial advisor?
Guy has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Guy hold?
Series 66. Tap any license on this page to see what it allows.
Is Guy a fiduciary?
Guy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Guy paid?
Diversified Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Guy 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.
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