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Katharine Post Wagner

ShareholderDiversified Portfolios IncCRD 6120242

About Katharine Post Wagner

Katharine Post Wagner is listed as Shareholder at Diversified Portfolios Inc in Bloomfield Hills, MI. Form ADV reports a beneficial ownership band of 10-25%. Katharine Post Wagner is associated with 2 registered advisers.

Reported ownership

Owns 10-25% of Diversified Portfolios Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Katharine Post Wagner work?

Katharine Post Wagner is listed as Shareholder at Diversified Portfolios Inc on SEC Form ADV.

How much of Diversified Portfolios Inc does Katharine Post Wagner own?

Form ADV reports a beneficial ownership band of 10-25%.

Diversified Portfolios Inc

TitleShareholder
Ownership10-25%
Control personNo
Since2020

Diversified Portfolios Inc

TitlePresident
Ownership10-25%
Control personYes
Since2024