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Julie Lucille Deets

ADVISORS MANAGEMENT GROUP INC·LA CROSSE, Wisconsin
Series 7, Series 63Clean record29 years registeredADVISORS MANAGEMENT GROUP INC
505 KING ST STE 208, LA CROSSE, WI 54601CRD# 1363608Firm CRD# 113020

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Lucille Deets · LA CROSSE, WI
Registration
CRD #1363608 · ADVISORS MANAGEMENT GROUP INC · 29 years registered
Brand Profile
Not yet started
01

Career History

ADVISORS MANAGEMENT GROUP INC
Jul 1997 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · July 8, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ADVISORS MANAGEMENT GROUP INC
CRD 113020 · SEC 801-33545
AUM
$615M
Regulatory assets under management
Employees
17
4,689 client accounts
Services offered by ADVISORS MANAGEMENT GROUP INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ADVISORS MANAGEMENT GROUP INC →
Introduction

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05

Frequently Asked Questions

What services does Julie Lucille Deets offer?
Julie Lucille Deets specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LA CROSSE, Wisconsin for a consultation.
What are Julie Lucille Deets's credentials?
Julie Lucille Deets is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Lucille Deets located?
Julie Lucille Deets is based in LA CROSSE, Wisconsin, working with ADVISORS MANAGEMENT GROUP INC. Their office serves clients in the LA CROSSE metropolitan area and surrounding communities.
How does Julie Lucille Deets charge for services?
Julie Lucille Deets's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADVISORS MANAGEMENT GROUP INC?
ADVISORS MANAGEMENT GROUP INC has approximately 17 employees and manages $615M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ADVISORS MANAGEMENT GROUP INC

Roger Dale Deets
LA CROSSE, WI
Jennifer Nicole Deets
LA CROSSE, WI

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Nearby cities in Wisconsin
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Research
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