Diversified Portfolios, Inc
Katie Wagner, CFP®, serves as the President and Wealth Advisor at Diversified Portfolios, Inc., a wealth management and investment advisory firm located in Bloomfield Hills, Michigan, since October 2015. Prior to this role, Katie held the position of AVP and Portfolio Manager at Colorado State Bank and Trust from April 2011 to September 2015, and worked as an Investment Specialist at Bank of New York Mellon between June 2009 and April 2011. Katie earned a Bachelor of Arts degree in Psychology and Economics from Cornell University and attended Cranbrook Kingswood for earlier education.
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Diversified Portfolios, Inc
Diversified Portfolios, Inc. is a wealth management and investment advisory firm based in Bloomfield Hills, Michigan. We believe in putting people over products, and unlike brokerage houses we act as a fiduciary—required to put your best interest over ours every time. We prioritize building strong, personal relationships with our clients and we aim to help people clarify and understand the wealth management issues they face. We provide unbiased investment management based on long-held principles of diversification, cost effectiveness and tax efficiency. 100% of our wealth advisors have earned industry-specific designations and we have been proud to serve clients throughout the United States for over 30 years.