Catharine O. Betzig
Investment adviser representative at Diversified Portfolios, Inc.
10 yearsExperience
1 stateRegistered in
$1.9BFirm assets
27 yearsFirm in business
Are you Catharine O. Betzig? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Diversified Portfolios, Inc.Apr 2024 to now
- HomemakerJul 2023 to Apr 2024
- Forte BelangerMay 2022 to Jul 2023
- JPMorgan Chase Bank NAOct 2019 to May 2022
- JPMorgan Securities LLCOct 2019 to May 2022
- Morgan Stanley Private Bank, N.A.May 2018 to Oct 2019
- Morgan StanleyMar 2018 to Oct 2019
- Unemployed - HomemakerApr 2017 to Mar 2018
- The Northern Trust CompanyOct 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MI).
Diversified Portfolios, Inc.
Legal name: Diversified Portfolios Inc
$1.9BAssets managed
665Clients
10Advisers
27 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
- 6903623
- Firm CRD
- 108942