President and founder, wealth management practice · Diversified Wealth Strategies, LLC (Osaic Wealth branch) · Pewaukee, Wisconsin
Tony Carini
Anthony Scott (Tony) Carini, CRD# 1434330; president/founder of Diversified Wealth Strategies in Pewaukee; currently registered through Osaic Wealth, Inc. Not Kevin Reardon (Shakespeare Wealth, already in Pewaukee pros-10). Not other Carini professionals.
Net worth
$2 million+
September 17, 2026
About
Tony Carini founded Diversified Wealth Strategies and runs the Pewaukee practice as president, earning a 2026 BizTimes Notable Leaders in Wealth Management profile.
Public materials describe more than forty years advising individuals, families, and business owners on wealth accumulation, retirement income, estate strategies, and risk management, with a Certified Financial Fiduciary designation highlighted in the BizTimes feature.
IAPD filings place his current Osaic Wealth branch in Pewaukee after prior Pewaukee registrations with Woodbury Financial Services and earlier Waukesha and Brookfield affiliations. He previously served as vice president of BeneVest Inc. before launching Diversified Wealth Strategies, with the other-business start dated 2017 on IAPD.
Carini also presents financial-education seminars through Foundation for Financial Education Inc., using libraries and technical colleges as neutral venues. The Pewaukee office sits among other Lake Country professional suites, giving a clear city-page business lock for the practice he leads.
Companies and affiliations
- Diversified Wealth Strategies, LLC (Osaic Wealth branch)
Notable facts
BizTimes Notable Leaders in Wealth Management Class of 2026 (Jul 27, 2026): president and founder of Pewaukee-based Diversified Wealth Strategies; 40+ years experience; Certified Financial Fiduciary; previously VP at BeneVest Inc.
IAPD/CRD 1434330: current Osaic Wealth branch in Pewaukee (from Jan 2024); prior Woodbury Financial Pewaukee 2018–2024; Diversified Wealth Strategies LLC president/founder other-business since 2017 at same Pewaukee location.
What questions can this profile answer
- What makes Tony Carini notable?
- Tony Carini founded Diversified Wealth Strategies and runs the Pewaukee practice as president, earning a 2026 BizTimes Notable Leaders in Wealth Management profile. Public materials describe more than forty years advising individuals, families, and business owners on wealth accumulation, retirement income, estate…
- What is Tony Carini's estimated net worth?
- Tony Carini's estimated net worth is $2 million+ as of 2026-09-17.