Thomas Diem
Thomas Diem is a CFP, ChFC-designated registered investment advisor at Diem Wealth Management, based in Fort Wayne, IN, with 23 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Diem Wealth Management does not directly manage client money. Instead, Diem Wealth Management refers clients to third-party money managers and receives a portion of the fees charged by those managers. As a co-advisor with Matson Money, Inc., Diem Wealth Management charges an annual fee based on the value of your portfolio, ranging from 0.25% to 1.4%. This fee is negotiable based on the amount you invest and the investment strategy chosen.
Location
Fort Wayne, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas works as an independent insurance agent, selling and servicing life insurance, long-term care insurance, and fixed annuities since 1989. This activity takes about 10-20% of Thomas's time.
Employment History
Current Registrations
Diem Wealth Management
Previous Registrations
Martin Wealth Management, LLC
Diem Wealth Management
Cantella & CO., INC.
Raymond James Financial Services
Raymond James & Associates, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.