Jennifer
Deets

Advisors Management Group Inc

CRD#4667274
Investment Advisor
in La Crosse, WI

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About this Advisor

Jennifer Deets is a financial advisor based in La Crosse, Wisconsin, working with Advisors Management Group Inc. Jennifer has previously held a position at Advisors Management Group, Inc. Jennifer has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Jennifer is part of Advisors Management Group Inc, which operates out of La Crosse, Wisconsin. The firm has 2 offices and 17 employees. The firm manages assets totaling $614.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Advisors Management Group Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

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 Street, Suite 108
La Crosse, WI 54601

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Advisors Management Group Inc Brokerage Details

Total Assets Under Management

$614,523,209

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

17

WI Average: 43
Total Number of Accounts

4,689

WI Average: 1,898
Average Account Size

$131,056

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

Jennifer Deets Work History

2003 - Present (21 years)

Advisors Management Group, Inc

Disclosures

Please visit the SEC profile of Jennifer Deets 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

Kate Pederson
La Crosse, WI
Ashley Vega
La Crosse, WI
Luke Spink
La Crosse, WI
Maxwell Harcey
La Crosse, WI
Nicholas Letter
Green Bay, WI
Rebecca Agamaite
Green Bay, WI
Shay Benedict
La Crosse, WI
Warren Deets
La Crosse, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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