Profilo
Mr. Mark J.
Homan, CPA, is a Founder at Diversified Management, Inc. As the leader of an experienced and highly qualified team of advisors, he ensures a comprehensive and integrated approach to client wealth management.
Prior to founding Diversified Management in 1993, Mr. Homan was a partner in a leading international accounting and consulting firm where he had extensive leadership responsibilities in the financial planning practice.
He received a degree in business administration with a major in accounting from the University of Missouri in 1977.
He is a Certified Public Accountant, Certified Financial Planner and an Investment Advisor under DMI’s registration in the states of Wisconsin, Illinois, Arizona, Florida, Michigan and Texas.
He is also a member of the Financial Planning Association, the American Institute of Certified Public Accountants, and the Wisconsin Institute of Certified Public Accountants.
He is an active supporter of inner-city charter schools and a member of the Tocqueville Society, benefiting the United Way of Greater Milwaukee.
Precedenti posizioni note di Mark Joseph Homan
Società | Posizione | Fine |
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Diversified Management, Inc.
Diversified Management, Inc. Investment ManagersFinance Diversified Management, Inc. (DMI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1993 by Mark Homan. DMI provides investment advisory, financial planning, and income tax services to high net-worth individuals or families, trusts, and estates. | Fondatore | 01/06/2020 |
Formazione di Mark Joseph Homan
University of Missouri | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Diversified Management, Inc.
Diversified Management, Inc. Investment ManagersFinance Diversified Management, Inc. (DMI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1993 by Mark Homan. DMI provides investment advisory, financial planning, and income tax services to high net-worth individuals or families, trusts, and estates. | Finance |
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- Mark Joseph Homan