Stephen Christopher Wildman
Investment adviser representative at Diversified, LLC
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Diversified, LLCAug 2024 to now
- Diversified Enterprises, LLC dba Diversified, LLCJun 2024 to now
- Diversified, LLCApr 2024 to Jun 2024
- Prudential Annuities Distributors, Inc.Apr 2018 to Apr 2024
- Prudential Insurance Company of AmericaApr 2018 to Apr 2024
- Dmi MarketingJan 2017 to Mar 2018
- Adp Broker-dealers, Inc.Oct 2015 to Jan 2017
- Adp LLC.Oct 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (PA).
Diversified, LLC
Legal name: Diversified Enterprises, LLC
$2.8BAssets managed
2,002Clients
29Advisers
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
- 4820234
- Firm CRD
- 331709