Michael Patrick Egan
CFP®Professional Summary
Michael Patrick Egan, CFP® is a registered financial advisor currently at DIVERSIFIED MANAGEMENT INC located in Milwaukee, Wisconsin. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 3 firms and has passed the Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Credentials
Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
CREAM CITY INVESTMENT SERVICES | DIVERSIFIED MANAGEMENT INC
Contact Information
Main Address
330 E. Kilbourn Ave. Suite 1475, Milwaukee, WI 53202Phone Number
(414) 292-1900# of Employees
8SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,650AUM (Assets Under Management)
$1,866,259,879Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/23/2026 | Cover Page | Report |
| 06/16/2025 | Cover Page | Report |
| 10/01/2024 | Cover Page | Report |
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CREAM CITY INVESTMENT SERVICES | DIVERSIFIED MANAGEMENT INC
State Registrations and Notice Filings
(12/18/2003)
(12/18/2003)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1997About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Patrick Egan's CRS (Customer Relationship Summary).
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