Diversified Financial Group of Lakeville

Diversified Financial Group of Lakeville is an independent financial advisory firm founded in 2009 by Jake Kettwig, a former Merrill Lynch broker who wanted to build an investment practice without the conflicts of interest he saw at large Wall Street firms. The firm manages portfolios for individuals and corporations, including trust accounts, IRAs, 529 plans and corporate retirement plans, and it uses insurance arrangements for tax savings, legacy planning and retirement income.

The firm's main offering is a discretionary managed account, where the advisor actively adjusts holdings across asset classes and sectors, with a strong focus on managing risk and protecting capital during downturns. Retirement income and tax planning are also available, and Kettwig will work alongside a client's CPA. For employers, the firm offers ERISA plan solutions. Kettwig holds the Chartered Retirement Planning Counselor designation along with securities and insurance licenses. The office is in Lakeville, Minnesota.