Diversified Wealth Management Employee Directory

Diversified Wealth Management corporate office is located in 4501 Minnetonka Blvd Ste 200, Minneapolis, Minnesota, 55416, United States and has 1-10 employees.

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Key Employees of Diversified Wealth Management

Todd Terhorst
President and Managing Partner - CFP, CLU, ChFC, A...
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Diversified Wealth Management Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Diversified Wealth Management

Hundreds of professionals searching for Diversified Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JG
Jeffrey Green
Email Direct
Director, Retirement Income Planning
United States , Minnesota , Minneapolis

CP
Chloe Peterka
Email Direct
Director, Operations
United States , Minnesota , Minneapolis

Todd Terhorst
Email Direct
President and Managing Partner - CFP, CLU, ChFC, AAMS, CRPC, CFEd, AWMA, CMFC
United States , Minnesota , Minneapolis

CP
Connor Puetz
Email Direct
Financial Advisor
United States , Minnesota , Minneapolis

MP
Matt Puetz
Email Direct
Vice President and Partner
United States , Minnesota , Minneapolis

JG
Jeff Grewe
Email Direct
Senior Vice President and Partner
United States , Minnesota , Minneapolis

AE
Arnold Ellingson
Email Direct
Senior Vice President and Partner
United States , Minnesota , Minneapolis

CF
Cynthia Fason
Email Direct
Senior Vice President and Partner
United States , Minnesota , Minneapolis

GB
Gary Berube
Email Direct
Vice President and Partner
United States , Minnesota , Minneapolis

FC
Farrel Carlson
Email Direct
Vice President and Partner
United States , Minnesota , Minneapolis

BN
Bradley Novak
Email Direct
Vice President and Partner
United States , Minnesota , Minneapolis

KL
Kenneth Loehlein
Email Direct
Vice President and Partner
United States , Minnesota , Minneapolis

TA
Trevor Anderson
Email Direct
Vice President and Partner
United States , Minnesota , Minneapolis

CB
Christopher Beck
Email Direct
Independent Financial Advisor & Director, Planning Services
United States , Minnesota , Minneapolis

NL
Nicholas Loehlein
Email Direct
Vice President, Investments & Insurance Planning
United States , Minnesota , Minneapolis

KD
Kenneth Divelbiss
Email Direct
LPL Registered Principal, LPL Branch Manager
United States , Minnesota , Minneapolis

AN
Abbey Neptune
Email Direct
Vice President, Client Operations
United States , Minnesota , Minneapolis

TF
Tracy Frieler
Email Direct
Director, Client Relations
United States , Minnesota , Minneapolis

PZ
Peter Zvanovec
Email Direct
Partner and Senior Financial Advisor
United States , Minnesota , Minneapolis

LG
Lauren Gilbertson
Email Direct
Director, Operations
United States , Minnesota , Minneapolis

KH
Karissa Huesman
Email Direct
Financial Analyst & Assistant
United States , Minnesota , Minneapolis

BC
Brian Connelly
Email Direct
Advisor and Partner
United States , Minnesota , Minneapolis

JH
Jon Halvorson
Email Direct
Financial Advisor
United States , Minnesota , Minneapolis

LB
Lisa Brusseau
Email Direct
Director, Operations & Client Services
United States , Minnesota , Minneapolis

123

Former Employees at Diversified Wealth Management

Explore people who held key positions, contributed to Diversified Wealth Management's success, and advanced their careers.

EC
Eric Chmielewski
Advisor and Owner at Measured Financial
Worked as Financial Advisor
at Diversified Wealth Management (2014-2018)
Email Direct
BR
Brittany Reuss
Manager, Administrativ... at Selene Finance LP
Worked as Director, Operations
at Diversified Wealth Management
Email Direct
ZS
Zoe Streckfuss
Manager, Operations at Minnesota Teamsters Se...
Worked as Administrative Operations Specialist
at Diversified Wealth Management (2024-2024)
Email Direct

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Frequently Asked Questions Regarding Diversified Wealth Management Employees

How many employees does Diversified Wealth Management have?

Diversified Wealth Management has 1-10 employees

Who are Diversified Wealth Management key employees?

Some of Diversified Wealth Management key employees are Todd Terhorst

Where is Diversified Wealth Management located?

Diversified Wealth Management’s headquarters are located at 4501 Minnetonka Blvd Ste 200, Minneapolis, Minnesota, 55416, United States

How do I contact Diversified Wealth Management?

Diversified Wealth Management Contact Info: Phone number: (612) 435-0033 Website: www.diversifiedwealthmanagement.com

What does Diversified Wealth Management do?

Diversified Wealth Management, LLC is a multi-state financial services firm that offers a vast array of financial planning, investment management and insurance services. The advisors that make up the company's firm work with individuals, families and small business clients. Because every client is unique, the company offers independent advisory ser... Read More

Is Diversified Wealth Management a public company?

Diversified Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Diversified Wealth Management Employees