Ashley
Vega

Advisors Management Group Inc

CRD#6127834
Investment Advisor
in La Crosse, WI

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About this Advisor

Ashley Vega is a financial advisor who works out of La Crosse, Wisconsin with 4 years of industry experience. Vega is an employee of Advisors Management Group Inc. Their career trajectory has included roles at Advisors Management Group, Inc and Express Employment. Vega has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Wisconsin. Advisors Management Group Inc is an advisory company that has its headquarters in La Crosse, WI. The investment advisory business has offices in two locations and a total of 16 financial advisors. It handles $555 million in total assets across its 4,564 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 4,564 customer accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Advisors Management Group Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors typically are based on which services are offered. However, fees charged by Advisors Management Group Inc most likely include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

505 King St Ste 208
La Crosse, WI 54601

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Advisors Management Group Inc Brokerage Details

Total Assets Under Management

$554,971,802

WI Average: $2,826,565,184
Total Number of Employees

16

WI Average: 43
Total Number of Accounts

4,564

WI Average: 1,898
Average Account Size

$121,598

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Ashley Vega Work History

Ashley has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Advisors Management Group, Inc

2015 - 2018 (3 years)

Advisors Management Group, Inc

2013 - 2014 (1 year)

Express Employment

2012 - 2013 (1 year)

Advisors Management Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ashley Vega to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisors Management Group Inc

Nicholas Letter
Green Bay, WI
Ashley Vega
La Crosse, WI
Rebecca Agamaite
Green Bay, WI
Shay Benedict
La Crosse, WI
Kate Pederson
La Crosse, WI
Warren Deets
La Crosse, WI
Nathan Deets
La Crosse, WI
Jennifer Deets
La Crosse, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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