Michael P. Mccann
DIVERSIFY WEALTH MANAGEMENT
Phoenix, AZ 85014
Some features on this profile are disabled
CRD#: 2153183
Professional summary
Michael Patrick Mccann, CFP® is a registered financial advisor currently at DIVERSIFY WEALTH MANAGEMENT, LLC located in Phoenix, Arizona.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Michael has worked at 7 firms and has passed the Series 63, Series 7 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1- Friends and Supporters of Troop 30 Inc (FAST 30). Role: Chairman of Board of Directors for 501(c)(3) Non-Profit. Location: Phoenix, AZ. Duties: Oversee the Board of Directors; oversee 4 scouting units. Hours: 5%. 2- SEEDS for Autism, Inc. Role: Board Member/Volunteer. Responsibilities: SEEDs provides a day program where participants learn life skills in a wide variety of business areas. Location: Phoenix, AZ. Duties: Attend Board meetings, Provide input, do occasional research and follow up on ideas generated at board meetings. Hours: 2%. 3- Perspective Financial Services; DBA name for marketing purposes only-brand name used for IAR team. Role: Tax Preparer. Responsibilities: Assist people complete 1040 using Intuit ProConnect software; registered tax preparer (non-paid) with IRS. Location: Phoenix, AZ. Hours: 4%.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Patrick Mccann's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2003
Experience
Current
July 18, 2024 - Present
DIVERSIFY WEALTH MANAGEMENT, LLC
Office #1: 1440 E Missouri Ave Suite 250, Phoenix, AZ 85014RIA
CRD#: 329878
Phoenix, AZ
Past
March 1, 2023 - August 15, 2024
THRIVENT ADVISOR NETWORK, LLC
RIA
CRD#: 304569
PHOENIX, AZ
Past
September 30, 2003 - April 4, 2023
PERSPECTIVE FINANCIAL SERVICES LLC
RIA
CRD#: 127704
PHOENIX, AZ
Past
January 21, 2003 - September 12, 2003
TRIAD ADVISORS LLC
BD
CRD#: 25803
ATLANTA, GA
Past
December 6, 1993 - January 29, 2003
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
June 21, 1991 - November 30, 1993
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
June 21, 1991 - November 30, 1993
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DIVERSIFY WEALTH MANAGEMENT, LLC
CALIBER WEALTH MANAGEMENT, LLC | PERSPECTIVE FINANCIAL SERVICES | LJCOOPER WEALTH ADVISORS | KEY ADVISORS WEALTH MANAGEMENT | FIRSTPURPOSE WEALTH LLC | DIVERSIFY WEALTH MANAGEMENT, LLC
CRD#: 329878 / SEC#: 801-129521
RIA
Registered Investment Advisory firm - (2/16/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(7/18/2024)
IAR
Louisiana(3/10/2025)
IAR
Texas(11/21/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 12/12/1995
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
DW
DIVERSIFY WEALTH MANAGEMENT, LLC
CALIBER WEALTH MANAGEMENT, LLC | PERSPECTIVE FINANCIAL SERVICES | LJCOOPER WEALTH ADVISORS | KEY ADVISORS WEALTH MANAGEMENT | FIRSTPURPOSE WEALTH LLC | DIVERSIFY WEALTH MANAGEMENT, LLC
CRD#: 329878 / SEC#: 801-129521
RIA
Registered Investment Advisory firm - (2/16/2024 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
9017 S Riverside Dr Suite 210, Sandy, UT 84070
Mailing Address
Phone number
(801) 838-9999
Established
Firm type
Fiscal year end
# of Employees
48
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 12,760 |
| AUM (Assets Under Management) | $ 2,526,799,821 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
