Advisors Management Group Inc.

Advisors Management Group Inc. (CRD# 113020) is a financial advisory firm headquartered in La Crosse, WI. They manage $472,452,330 in 3,839 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    472
    MILLION
  • Total Number of Accounts
    3,839
    ACCOUNTS
  • Average Account Value
    $123,067
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Other
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, MI, MN, MT, NC, OH, TX, WI

Financial Advisors at Advisors Management Group Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Rebecca L. Agamaite
CRD#: 4997609
2199 Lineville Road, Green Bay, WI 54313

Rebecca Agamaite (CRD# 4997609) is an Investment Advisor Representative working at Advisors Management Group Inc. in Green Bay, WI and has over 14 years of experience in the finance industry.

2
Jennifer N. Deets
CRD#: 4667274
505 King Street, Suite 108, La Crosse, WI 54601

Jennifer Deets (CRD# 4667274) 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. 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.

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

Julie Deets (CRD# 1363608) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 31 years of experience in the finance industry.

4
Nathan M. Deets
CRD#: 5160789
505 King St Ste 208, La Crosse, WI 54601

Nathan Deets (CRD# 5160789) 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. 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.

5
Roger D. Deets
CRD#: 1022210
505 King St., #208, La Crosse, WI 54601

Roger Deets (CRD# 1022210) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 37 years of experience in the finance industry.

6
Warren A. Deets
CRD#: 5355845
505 King St Ste 208, La Crosse, WI 54601

Warren Deets (CRD# 5355845) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 13 years of experience in the finance industry.

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

Nicholas Letter (CRD# 3204542) is an Investment Advisor Representative working at Advisors Management Group Inc. in Green Bay, WI and has over 14 years of experience in the finance industry.

8
Kate M. Pederson
CRD#: 6898119
505 King St Ste 208, La Crosse, WI 54601

Kate Pederson (CRD# 6898119) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has over 2 years of experience in the finance industry.

9
Ashley J. Vega
CRD#: 6127834
505 King St Ste 208, La Crosse, WI 54601

Ashley Vega (CRD# 6127834) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has 1 year of experience in the finance industry.

10
Shay V. Benedict
CRD#: 7274218
505 King St Ste 208, La Crosse, WI 54601

Shay Benedict (CRD# 7274218) is an Investment Advisor Representative working at Advisors Management Group Inc. in La Crosse, WI and has 1 year of experience in the finance industry.

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