Stephen Wildman is a CFP-designated registered investment advisor at Diversified, LLC, based in Wayne, PA, with 18 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,723 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diversified offers investment management services where fees typically do not exceed 1.95% of the value of your portfolio annually. In some cases, fees may exceed 1.95% if limited financial planning services are included. If you participate in the Zoe Financial, Inc. TAMP platform, you may be subject to additional platform fees assessed by Zoe, up to 0.50% of your portfolio.
Location
985 Old Eagle School Rd, Wayne, PA, 19087
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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
Stephen is an independent licensed insurance agent since 2004, selling variable life insurance in Pennsylvania. He is currently not actively selling insurance products.
Employment History
Current Registrations
Diversified, LLC
Previous Registrations
Diversified, LLC
Prudential Annuities Distributors, INCBroker
Adp Broker-Dealer, INC.Broker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Distributors, INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Planco Financial Services, INC.Broker
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.