Putting People
Before Profit

Serving individuals, families, and businesses by helping them plan for their financial futures. Let us focus on your future while you focus on the here-and-now.

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Celebrating
33
YEARS
of Excellence

About Us

We are more than a typical financial advisory firm

Advisors Management Group serves individuals and business across the country through their offices in La Crosse, Eau Claire, and Green Bay WI. We are more than a typical financial advisory firm. We are your strategic financial advocates – helping you with all aspects of financial decision-making and partnering with you throughout the year to make sure you remain on a healthy financial path. Offering a comprehensive line of services, we strive to give clients peace of mind in knowing their financial futures are secure.

Plan For the Future of Your Family or Business

Our mission has always been, and will always be, to help our clients reach their financial goals through dedicated, collaborative and personalized support. We are committed to providing you with the meticulous planning and thoughtful financial management you need to achieve your objectives.

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Over 1232
Retirements Planned
Over 33YEARS
of Service
$552,838,340.91
Assets Under Management

Why Choose us?

An Experience of Excellence

Our investment advisory, financial planning, business consulting, and tax and accounting teams offer clients the assurance that complex financial planning, accounting and annual tax compliance tasks are handled in a way for you to reach your goals. We understand the pressure to provide for your family now and in the future, that’s why we focus on the wins of our clients before our own. Our fee-only fiduciaries put your best interests first, so that you can focus on the here-and-now while we focus on the future.

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Our Team

Our Experienced and dedicated Fiduciaries—committed to serving individuals and small businesses in all areas of financial decision-making.

Rebecca Agamaite
MBA
Client Experience Manager & Investment Advisor Representative
Shay Benedict
Trading Specialist
Jenna Deets
CFP®, MBA
Chief Compliance Officer & Investment Advisor Representative
Warren Deets
Chief Operating Officer, Investment Advisor Representative & Portfolio Strategist
Melanie Chapel, EA
RTRP
Director of Payroll Services, Senior Accountant, Tax Preparer & Business Consultant
Nathan Deets
CFP®
Director of Trading, Investment Advisor Representative & Tax Preparer
Ashley Vega
Investment Advisor Representative & Tax Preparer
Nick Letter
Director of Financial Planning, Investment Advisor Representative & Tax Preparer
Kate Pederson
Tax Manager, Investment Advisor Representative & Tax Preparer
Adam Pederson
EA
Director of Business Consulting, Senior Accountant & Tax Preparer
Tyler Witt
Accountant, Business Consultant & Tax Preparer
Client Testimonials
Success Stories
All testimonials are from individuals that at the time are deemed to be clients of Advisor. Testimonials are selected by Advisor for publication. Therefore, this presents a conflict of interest. We have attempted to mitigate this conflict by selecting what we feel is a representative sample of testimonials received.

We’ve been trusting Advisors Management Group with our financial security for 8 years. We feel very well taken care of. AMG put together a plan that allowed us to retire when we wanted to and feel secure in our retirement. They listened to our wants and needs and made every effort to make our plan a reality. We’re kept up to date on how our investments are performing and notified when shares are bought or sold. They have become more than an investment company to us.

Joe & Kris

I have been a client of Advisors Management Group for more than a quarter of a century. Because of the quality of this organization at every level I actually feel like I am a team member. Whether it is in an email or a telephone inquiry regarding an issue or request related to my finances, my concern is dealt with in timely fashion. AMG clearly personalizes all of their relationships with their clientele and it’s clear that their core value is to act as highly skilled advisors to help each and every one of us achieve our financial goals. This level of devotion is extraordinary, and I am grateful to be connected to such a highly competent and trustworthy organization.

Richard

My wife and I have been working with Advisors Management Group for over 15 years and we have been extremely satisfied. Their professionalism, knowledge and customer service far exceeds our expectations time and time again.

The AMG staff is friendly and accommodating. We recommend them very strongly to anyone needing their services.

Alan and Celine

Focus on what's important.

Let us take care of the rest.

Contact an advisor to plan for your financial future.