Thomas C. Post

DIVERSIFIED PORTFOLIOS

Bloomfield Hills, MI 48304

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CRD#: 2388720

Professional summary

Thomas Carpenter Post, CFP®, who also goes by Thomas C Post, Tom Post, is a registered financial advisor currently at DIVERSIFIED PORTFOLIOS, INC. located in Bloomfield Hills, Michigan.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Thomas has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thomas C Post | Tom Post

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.

TRUSTEE, CHRIST CHURCH CRANBOOK, BLOOMFIELD HILLS, MI

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Carpenter Post's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 1999

Experience

Current

September 14, 2010 - Present

DIVERSIFIED PORTFOLIOS, INC.

Office #1: 39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304

RIA

CRD#: 108942

Bloomfield Hills, MI

Past

October 6, 1993 - December 1, 1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

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".

DIVERSIFIED PORTFOLIOS, INC.

DIVERSIFIED PORTFOLIOS INC | YOLLES, TOAL & POST - DIVERSIFIED PORTFOLIOS, INC. | DIVERSIFIED PORTFOLIOS, INC.

CRD#: 108942 / SEC#: 801-56371

RIA

Registered Investment Advisory firm - (3/23/1999 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

Michigan
(9/14/2010)

IAR

Texas
(3/11/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/5/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/20/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/5/1993

General Securities Representative Examination

Current Firm

DIVERSIFIED PORTFOLIOS, INC.

DIVERSIFIED PORTFOLIOS INC | YOLLES, TOAL & POST - DIVERSIFIED PORTFOLIOS, INC. | DIVERSIFIED PORTFOLIOS, INC.

CRD#: 108942 / SEC#: 801-56371

RIA

Registered Investment Advisory firm - (3/23/1999 Approved)

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Contact information

Main Address

39520 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304

Mailing Address

Phone number

(248) 644-3030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,152
AUM (Assets Under Management)	$ 1,660,883,638

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.

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Thomas C. Post

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Carpenter Post's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIVERSIFIED PORTFOLIOS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

DIVERSIFIED PORTFOLIOS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/5/1994

Series 63

Date: 9/20/1993

Series 7

Date: 10/5/1993

Current Firm

DIVERSIFIED PORTFOLIOS, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIVERSIFIED PORTFOLIOS, INC.

TRUST BUT VERIFY

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