Advisors Management Group Inc

Nathan Deets is a CFP® and holds a Series 65 license, with 19 years of industry experience. He has been with Advisors Management Group, Inc. in La Crosse, WI since 2006. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation, bookkeeping, and payroll alongside advisory services.

Warren Deets is a Series 65 licensed financial advisor with 18 years of industry experience. He has been with Advisors Management Group, Inc. in La Crosse, WI since 2007. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm uses a diversified, model-based investment approach tailored to clients’ risk tolerances and objectives, and offers additional services such as tax preparation, bookkeeping, and payroll.

Jennifer Deets is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with Advisors Management Group, Inc. in La Crosse, WI since 2003. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation, bookkeeping, and payroll alongside advisory offerings.

Nicholas Letter is a financial advisor at Advisors Management Group Inc with 19 years of industry experience. He holds a Series 66 designation and has been with Advisors Management Group since 2013. Advisors Management Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and organizations. The firm employs a diversified, model-based investment approach and also offers tax preparation, bookkeeping, payroll, and other accounting services alongside its advisory offerings.

Kate Pederson is a Series 65-credentialed financial advisor with eight years of industry experience. She has been with Advisors Management Group Inc. since 2017 and previously worked at Logistics Health from 2014 to 2017. Advisors Management Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a diversified, model-based investment approach and offers additional services such as 401(k) consulting, tax preparation, and accounting.

Luke Spink is a financial advisor at Advisors Management Group Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Short Stop Bar and Mosinee School District. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach tailored to client objectives and risk tolerances, and also offers tax preparation, bookkeeping, payroll, and other accounting services alongside advisory solutions.

Julie Deets is a financial advisor at Advisors Management Group Inc in La Crosse, WI, holding a Series 63 designation with 28 years of industry experience. She has been with Advisors Management Group since 1992. Outside of her advisory role, Julie co-owns Deets Properties LLC, a commercial real estate company. Advisors Management Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation and business consulting.

Rebecca Agamaite is a financial advisor with Advisors Management Group Inc in La Crosse, WI, holding a Series 63 designation and 19 years of industry experience. She has been with Advisors Management Group since 2011. Advisors Management Group, Inc. provides portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation, bookkeeping, and payroll, alongside advisory services.

Shay Benedict is a financial advisor with Advisors Management Group Inc, holding a Series 65 designation and five years of industry experience. Prior to joining Advisors Management Group in 2020, Benedict worked at United Health Group and Walmart Distribution, and has experience with the YMCA, Mayo Clinic Health System, and the University of LaCrosse Wisconsin. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach and offers additional services such as 401(k) consulting, tax preparation, and business accounting.

Maxwell Harcey is a Series 65-licensed advisor at Advisors Management Group Inc with two years of industry experience. Prior to his current role, he worked at Freighthouse and held various positions including a four-year tenure at the University of Wisconsin-LaCrosse. Advisors Management Group Inc provides portfolio management and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach with customizable asset allocation models and also offers tax preparation, bookkeeping, payroll, and other accounting services alongside traditional advisory services.

Ashley Vega is a Series 65-registered financial advisor with seven years of experience at Advisors Management Group, Inc. in La Crosse, WI. She has been with the firm since 2015. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm utilizes a diversified, model-based investment approach tailored to clients’ risk tolerance and objectives, and also offers tax preparation, bookkeeping, payroll, and other accounting services alongside advisory offerings.

Roger Deets is a financial advisor at Advisors Management Group Inc with 30 years of industry experience. He holds a Series 63 designation and has been with Advisors Management Group since 1989. Outside of his advisory role, Roger and his wife own Deets Properties LLC, a commercial real estate business. Advisors Management Group provides portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and organizations. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation, bookkeeping, and payroll.