Michael Egan
Diversified Management · Milwaukee, Wisconsin
Michael Egan is a fee-only financial advisor at Diversified Management in Milwaukee, Wisconsin, who holds the CFP credential. Diversified Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Diversified Management |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.87B across 1,650 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 2877432 |
| Exams passed | Series 63 (1997) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.creamcityinvest.com |
How Michael's firm compares
- Diversified Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,650 accounts).
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Questions about Michael
Is Michael Egan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Diversified Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Diversified Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Egan based?
Michael Egan is based in Milwaukee, Wisconsin.
What credentials does Michael Egan hold?
Michael Egan holds the CFP credential.
Is Michael Egan registered with the SEC?
Yes. Michael Egan is registered as an investment adviser representative in TX and WI (CRD 2877432), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Diversified Management manage?
Diversified Management reports $1.87B across 1,650 accounts in assets under management.
How do I contact Michael Egan?
Through Michael's website, www.creamcityinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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