Advisors Management Group Inc.

Advisors Management Group Inc. (CRD# 113020) is a financial advisory firm headquartered in La Crosse, WI. They manage $306,547,861 in 3,236 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    307
    MILLION
  • Total Number of Accounts
    3,236
    ACCOUNTS
  • Average Account Value
    $94,730
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, IL, MD, MI, MN, MT, NC, NE, NH, NV, OH, OR, TX, VA, WI

Financial Advisors at Advisors Management Group Inc.
Showing 1 - 10 of 14 top financial advisors.
1
Jennifer N. Deets
CRD#: 4667274
505 King Street, Suite 108, La Crosse, WI 54601
96
Wealthminder
score

Jennifer Deets (CRD# 4667274) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 14 years of experience in the finance industry. Jennifer Deets has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Nathan M. Deets
CRD#: 5160789
505 King St Ste 208, La Crosse, WI 54601
96
Wealthminder
score

Nathan Deets (CRD# 5160789) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 11 years of experience in the finance industry. Nathan Deets has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Julie L. Deets
CRD#: 1363608
505 King St., #108, La Crosse, WI 54601
93
Wealthminder
score

Julie Deets (CRD# 1363608) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 28 years of experience in the finance industry.

4
Roger D. Deets
CRD#: 1022210
505 King St., #208, La Crosse, WI 54601
93
Wealthminder
score

Roger Deets (CRD# 1022210) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 34 years of experience in the finance industry.

5
Warren A. Deets
CRD#: 5355845
505 King St Ste 208, La Crosse, WI 54601
93
Wealthminder
score

Warren Deets (CRD# 5355845) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 10 years of experience in the finance industry.

6
Ryan R. Kennedy
CRD#: 5176863
2199 Lineville Road, Green Bay, WI 54313
93
Wealthminder
score

Ryan Kennedy (CRD# 5176863) is an Investment Advisor Representative working at Advisors Management Group Inc. in Green Bay, WI and has over 11 years of experience in the finance industry.

7
Nicholas J. Letter
CRD#: 3204542
2199 Lineville Road, Green Bay, WI 54313
93
Wealthminder
score

Nicholas Letter (CRD# 3204542) is an Investment Advisor Representative working at Advisors Management Group Inc. in Green Bay, WI and has over 11 years of experience in the finance industry.

8
Peter D. McCartney
CRD#: 2832121
505 King St., #108, La Crosse, WI 54601
93
Wealthminder
score

Peter McCartney (CRD# 2832121) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 20 years of experience in the finance industry.

9
Janet A. Roou
CRD#: 1740000
505 King St, #108, La Crosse, WI 54601
93
Wealthminder
score

Janet Roou (CRD# 1740000) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 29 years of experience in the finance industry.

10
Monica L. Anderson
CRD#: 6340573
505 King St Ste 208, La Crosse, WI 54601
88
Wealthminder
score

Monica Anderson (CRD# 6340573) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 3 years of experience in the finance industry.

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