Michael E. Carmona

DIVERSIFIED PORTFOLIOS

Bloomfield Hills, MI 48304

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CRD#: 7434412

Professional summary

Michael Erik Carmona Mr., CFP®, who also goes by Michael Erik Carmona, is a registered financial advisor currently at DIVERSIFIED PORTFOLIOS, INC. located in Bloomfield Hills, Michigan.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Erik Carmona

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Erik Carmona Mr.'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: 2021

Experience

Current

July 18, 2023 - Present

DIVERSIFIED PORTFOLIOS, INC.

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

RIA

CRD#: 108942

Bloomfield Hills, MI

Past

September 29, 2021 - July 18, 2023

PLANNING ALTERNATIVES LTD

RIA

CRD#: 110268

BIRMINGHAM, MI

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
(7/18/2023)

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

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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Michael E. Carmona

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Erik Carmona Mr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

DIVERSIFIED PORTFOLIOS, INC.

PLANNING ALTERNATIVES LTD

Primary Firm SEC Registration

DIVERSIFIED PORTFOLIOS, INC.

State Registrations and Notice Filings

Exams

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.

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