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  5. Diversified Wealth Management, LLC

Diversified Wealth Management, LLC

Company Details

Name: Diversified Wealth Management, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Domestic)
Status: Active / In Good Standing
Date formed: 10 Apr 2003 (22 years ago)
Company Number: 470533e8-a1d4-e011-a886-001ec94ffe7f
File Number: 40509-LLC
Registered Office Address: 4501 Minnetonka Blvd #200, St Louis Park, MN 55416, USA
Principal Executive Office Address: 4501 Minnetonka Blvd, Suite 200, St Louis Park, MN 55416, USA
ZIP code: 55416
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2023 912192208 2024-05-09 DIVERSIFIED WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523210
Sponsor’s telephone number 6124350035
Plan sponsor’s address 4501 MINNETONKA BLVD, SUITE 200, ST. LOUIS PARK, MN, 55416
DIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2020 912192208 2021-02-18 DIVERSIFIED WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523210
Sponsor’s telephone number 6124350035
Plan sponsor’s address 4501 MINNETONKA BLVD, STE 200, ST. LOUIS PARK, MN, 55416

Signature of
Role Plan administrator
Date 2021-02-17
Name of individual signing TODD TERHORST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-02-17
Name of individual signing TODD TERHORST
Valid signature Filed with authorized/valid electronic signature
DIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2019 912192208 2020-04-24 DIVERSIFIED WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523210
Sponsor’s telephone number 6124350035
Plan sponsor’s address 4501 MINNETONKA BLVD, STE 200, ST. LOUIS PARK, MN, 55416

Signature of
Role Plan administrator
Date 2020-04-24
Name of individual signing TODD TERHORST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-04-24
Name of individual signing TODD TERHORST
Valid signature Filed with authorized/valid electronic signature
DIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2018 912192208 2019-06-17 DIVERSIFIED WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523210
Sponsor’s telephone number 6124350035
Plan sponsor’s address 4501 MINNETONKA BLVD, SUITE 200, ST. LOUIS PARK, MN, 55416

Signature of
Role Plan administrator
Date 2019-06-17
Name of individual signing TODD TERHORST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-06-17
Name of individual signing TODD TERHORST
Valid signature Filed with authorized/valid electronic signature
DIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2017 912192208 2018-06-11 DIVERSIFIED WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523210
Sponsor’s telephone number 6124350035
Plan sponsor’s address 4501 MINNETONKA BLVD, SUITE 200, ST. LOUIS PARK, MN, 55416

Signature of
Role Plan administrator
Date 2018-06-11
Name of individual signing TODD TERHORST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-11
Name of individual signing TODD TERHORST
Valid signature Filed with authorized/valid electronic signature
DIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2016 912192208 2017-06-29 DIVERSIFIED WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523210
Sponsor’s telephone number 6124350035
Plan sponsor’s address 4501 MINNETONKA BLVD, SUITE 200, ST. LOUIS PARK, MN, 55416

Signature of
Role Plan administrator
Date 2017-06-29
Name of individual signing TODD TERHORST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-06-29
Name of individual signing TODD TERHORST
Valid signature Filed with authorized/valid electronic signature
DIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2015 912192208 2016-05-24 DIVERSIFIED WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523210
Sponsor’s telephone number 6124350035
Plan sponsor’s address 4501 MINNETONKA BLVD, SUITE 200, ST. LOUIS PARK, MN, 55416

Signature of
Role Plan administrator
Date 2016-05-24
Name of individual signing TODD TERHORST
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-24
Name of individual signing TODD TERHORST
Valid signature Filed with authorized/valid electronic signature
DIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2014 912192208 2016-01-15 DIVERSIFIED WEALTH MANAGEMENT, LLC 4
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523210
Sponsor’s telephone number 6124350035
Plan sponsor’s address 4501 MINNETONKA BLVD, SUITE 200, ST. LOUIS PARK, MN, 55416
DIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2014 912192208 2016-03-30 DIVERSIFIED WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523210
Sponsor’s telephone number 6124350035
Plan sponsor’s address 4501 MINNETONKA BLVD, SUITE 200, ST. LOUIS PARK, MN, 55416
DIVERSIFIED WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN 2014 912192208 2015-06-03 DIVERSIFIED WEALTH MANAGEMENT, LLC 4
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523210
Sponsor’s telephone number 6124350035
Plan sponsor’s address 4501 MINNETONKA BLVD, SUITE 200, ST. LOUIS PARK, MN, 55416

Signature of
Role Plan administrator
Date 2015-06-03
Name of individual signing TODD TERHORST
Valid signature Filed with authorized/valid electronic signature

Manager

Name Role Address
Todd C Terhorst Manager 4501 Minnetonka Blvd, Suite 200, St Louis Park, MN 55416, USA

Filing

Filing Name Filing date
Conversion to 322C Due to Statute Mandate – Limited Liability Company (Domestic) 2018-01-01
Limited Liability Company (Domestic) Business Name (Business Name: Diversified Wealth Management I, LLC) 2006-06-21
Annual Reinstatement - Limited Liability Company (Domestic) 2006-06-21
Registered Office and/or Agent - Limited Liability Company (Domestic) 2006-06-21
Administrative Termination - Limited Liability Company (Domestic) 2005-02-02
Limited Liability Company (Domestic) Business Name (Business Name: Diversified Wealth Management, LLC) 2003-04-10
Original Filing - Limited Liability Company (Domestic) 2003-04-10

Related by officers

Todd C Terhorst

Terhorst Property Management, LLC Diversified Insurance Agency, LLC Terhorst Enterprises TERHORST PROPERTY MANAGEMENT

Related by address

4501 Minnetonka Blvd #200, St Louis Park, MN 55416, USA

Tesseract Trading LLC GUSTAFSON INSURANCE AND FINANCIAL SERVICES, INC. WEALTH MANAGEMENT GROUP, INC.

4501 Minnetonka Blvd, Suite 200, St Louis Park, MN 55416, USA

Diversified Insurance Agency, LLC

Date of last update: 26 Sep 2024

Sources: Minnesota's Official State Website

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