Julie Deets has been CFO of Advisors Management Group since April 1994, is a control person of the firm and directly owns under 5% of it.
Advisors Management Group Inc is a La Crosse, WI firm with $820M under management, 1,918 clients and 12 advisers across 3 offices, as of its March 2026 filing.
- – present · 29 yearsLa Crosse, WI · Adviser representative · Firm CRD 113020
Investment adviser representative registrations
Julie Deets is registered as an investment adviser representative in Wisconsin, since July 1997.
- WisconsinSince 8 July 1997
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 14 March 1989 |
| Series 7 | General Securities Representative Examination | 20 April 1985 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Julie Lucille Deets
- CRD
- 1363608
- Firm
- Advisors Management Group · CRD 113020
- Role
- CFO
- Office
- 505 KING ST STE 208, La Crosse, WI 54601
- Registration
- Investment adviser registration
- In the industry since
- July 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Julie Deets work?
Julie Deets has been CFO of Advisors Management Group Inc since April 1994, and is a control person of the firm.
Is Julie Deets a financial advisor?
Yes. Julie Deets has a current investment-adviser registration in Wisconsin, through Advisors Management Group since July 1997.
How many years of experience does Julie Deets have?
Julie Deets has 29 years in the financial industry, since July 1997, across 1 adviser firm.
What exams has Julie Deets passed?
Julie Deets has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in April 1985.
Where is Julie Deets based?
Julie Deets’ registered office is in La Crosse, WI.
Is Julie Deets registered with FINRA?
No. Julie Deets has no current broker registration.
How can I verify Julie Deets’ record?
Search CRD 1363608 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julie Deets’ full registration record.
