Shay
Benedict
Advisors Management Group Inc
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About this Advisor
Shay Benedict is a financial advisor based in La Crosse, Wisconsin, working with Advisors Management Group Inc. Shay has previously held positions at Advisors Management Group, Inc, United Health Group, Walmart Distribution, Mayo Clinic Health System, YMCA, and the University of La Crosse Wisconsin. Shay has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Shay 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
Services Offered
Fee Structure
Office Location
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Advisors Management Group Inc Brokerage Details
$614,523,209
17
4,689
$131,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Shay Benedict Work History
Advisors Management Group, Inc
Advisors Management Group, Inc
United Health Group
Walmart Distribution
Mayo Clinic Health System
Ymca
University Of Lacrosse Wisconsin
Disclosures
Please visit the SEC profile of Shay Benedict 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
La Crosse, WI
La Crosse, WI
La Crosse, WI
La Crosse, WI
Green Bay, WI
Green Bay, WI
La Crosse, WI
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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