Michael Thomas Redmond
Investment adviser representative at Diversify Wealth Management, LLC
15 yearsExperience
2 statesRegistered in
$4.1BFirm assets
2 yearsFirm in business
Are you Michael Thomas Redmond? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Diversify Wealth Management, LLCApr 2024 to now
- Dfpg Investments. LLCOct 2022 to now
- Kestra Advisory Services, LLC.Mar 2017 to Oct 2022
- Kestra Investment Services, LLC.Mar 2017 to Oct 2022
- Wfg Investments IncMar 2011 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (DE, NH).
Diversify Wealth Management, LLC
$4.1BAssets managed
4,857Clients
78Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3164646
- Firm CRD
- 329878