CRD: 113020
Advisors Management Group INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Matrix wavePathway +more
- Established Date
- 02-13-1989
- Office Locations
- 2
Office Locations
About Advisors Management Group INC
Advisors Management Group is a fee-only fiduciary firm serving individuals, families, and small businesses nationwide from offices in La Crosse, Eau Claire, and Green Bay, WI. The team pairs investment advisory and financial planning with business consulting plus in-house tax and accounting support. Portfolios lean on ETFs alongside fixed income and cash; Charles Schwab is a primary custodian.
Team overview
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CRM
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Owner & Executives
ROGER DALE DEETS
Chief Executive Officer, Investment Advisor Representative
- CRD
- #1022210
- Ownership
- 50% but less than 75%
JENNIFER NICOLE DEETS
Account Manager, Chief Compliance Officer
- CRD
- #4667274
- Ownership
- Less than 5%
Frontier capital
Crest foundation
- CRD
- #90143
- Ownership
- 40.0%
Showing 2 of 3 owners & executives
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REBECCA LYN AGAMAITE
Investment Advisor Representative
- CRD
- #4997609
Shay Videll Benedict
Advisor
- CRD
- #7274218
Vital foundation
Catalyst pioneer horizon
- CRD
- #53417
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $806,943,177 | $164,582 |
| Non-Discretionary | $12,689,804 | $222,628 |
| Total | $819,632,981 | $165,249 |
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Separately Managed Accounts
Total SMA Asset: $819,632,981
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $662,787,610 | 38.7% |
| Equity - OTC | $628,535,020 | 36.7% |
| Cash | $152,424,024 | 8.9% |
| Public Funds | $268,882,829 | 15.7% |
| Total | $1,712,629,483 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK FOUNDATION HORIZON | TIMBER HARBOR | A6ML7RTGS | WGMEF | 11.16% | $43,411,793 |
| RIDGE VALUE RIDGE | PIONEER VALUE | UXE32KMRU | VDFF | 3.00% | $61,939,091 |
| PIONEER LEGACY | ELEMENT ELEMENT | RHWU8UUA0 | JCXLV | 5.26% | $69,962,884 |
| TIMBER EAGLE EAGLE | SUMMIT DELTA | F66P5EAJY | QAM | 7.94% | $43,389,403 |
| HARBOR HORIZON | MATRIX EMBER | F856K7NB3 | KUW | 2.88% | $97,168,406 |
| GLACIER BRIDGE | PIONEER MOMENTUM | 8E8HUK760 | LEMN | 3.51% | $84,614,418 |
| RADIAL CREST BEACON | VALUE CREST | P198UBWAB | SCJ | 10.82% | $97,136,807 |
| PATHWAY MERIDIAN PRIME | PATHWAY NORTH | RGM0HEH6U | DUJOG | 5.34% | $66,796,941 |