Advisors Management Group Inc.
Advisors Management Group Inc. (CRD# 113020) is a financial advisory firm headquartered in La Crosse, WI. They manage $554,971,802 in 4,564 accounts and serve the financial needs of clients across 16 states (or territories).
-
Total Assets Under Management555MILLION
-
Total Number of Accounts4,564ACCOUNTS
-
Average Account Value$121,598
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, CO, FL, GA, IA, IL, LA, MI, MN, MT, NC, NH, OH, TX, WI
Rebecca Agamaite (CRD# 4997609) is an Investment Advisor Representative working at Advisors Management Group Inc. in Green Bay, WI and has over 18 years of experience in the finance industry.
Jennifer Deets (CRD# 4667274) 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. 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.
Julie Deets (CRD# 1363608) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 35 years of experience in the finance industry.
Nathan Deets (CRD# 5160789) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 17 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.
Roger Deets (CRD# 1022210) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 40 years of experience in the finance industry.
Warren Deets (CRD# 5355845) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 16 years of experience in the finance industry.
Nicholas Letter (CRD# 3204542) is an Investment Advisor Representative working at Advisors Management Group Inc. in Green Bay, WI and has over 18 years of experience in the finance industry.
Kate Pederson (CRD# 6898119) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 6 years of experience in the finance industry.
Ashley Vega (CRD# 6127834) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 5 years of experience in the finance industry.
Shay Benedict (CRD# 7274218) 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.