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
| Title | Shareholder |
| Ownership | 10-25% |
| Control person | No |
| Since | 2020 |
Diversified Portfolios Inc
| Title | President |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2024 |