Nathan
Deets

Advisors Management Group Inc

CRD#5160789
Investment Advisor
in La Crosse, WI

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About this Advisor

Nathan Deets is a financial advisor based in La Crosse, Wisconsin, working with Advisors Management Group Inc. Nathan has previously held a position at Advisors Management Group, Inc. Nathan has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Nathan 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 St Ste 208
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

Nathan Deets Work History

2006 - Present (19 years)

Advisors Management Group, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nathan 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

Luke Spink
La Crosse, WI
Ashley Vega
La Crosse, WI
Kate Pederson
La Crosse, WI
Nicholas Letter
Green Bay, WI
Maxwell Harcey
La Crosse, 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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