Nicholas Letter has been an investment adviser representative at Advisors Management Group since March 2013, and is not listed among the firm’s executive officers or direct owners.
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.
Nick Letter is an Investment Advisor Representative and Tax Preparer of Advisors Management Group, based in Green Bay. He started as a Financial Advisor in 2006 and joined the firm in 2013. As an Investment Advisor Representative he is part of the team that does financial planning and investment management for clients as well as individual income tax preparation, and he is part of the firm's Executive Team.
Nicholas Letter’s longest registration is the current one, 13 years at Advisors Management Group since 2013. Before joining Advisors Management Group in 2013, Nicholas Letter was registered through Axa Advisors, LLC.
- – present · 13 yearsGreen Bay, WI · Adviser representative · Firm CRD 113020
- Axa Advisors, LLC– · 6 yearsGreen Bay, WI · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Nicholas Letter is registered as an investment adviser representative in Wisconsin, since March 2013.
- WisconsinSince 4 March 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 2 September 2011 |
| Series 66 | Uniform Combined State Law Examination | 9 February 2006 |
| Series 7 | General Securities Representative Examination | 20 January 2006 |
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nicholas John Letter
- CRD
- 3204542
- Firm
- Advisors Management Group · CRD 113020
- Office
- 2199 LINEVILLE ROAD, Green Bay, WI 54313
- Registration
- Investment adviser registration
- In the industry since
- March 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- advisorsmanagement.com
Where does Nicholas Letter work?
Nicholas Letter is an investment adviser representative registered through Advisors Management Group Inc since March 2013, and is not listed among the firm’s executive officers or direct owners.
Is Nicholas Letter a financial advisor?
Yes. Nicholas Letter has a current investment-adviser registration in Wisconsin, through Advisors Management Group since March 2013.
How many years of experience does Nicholas Letter have?
Nicholas Letter has 20 years in the financial industry, since March 2006, across 2 adviser firms.
What exams has Nicholas Letter passed?
Nicholas Letter has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in January 2006.
Where did Nicholas Letter work before Advisors Management Group?
Before Advisors Management Group, Nicholas Letter was registered through Axa Advisors, LLC, February 2006 to January 2013.
Where is Nicholas Letter based?
Nicholas Letter’s registered office is in Green Bay, WI.
Is Nicholas Letter registered with FINRA?
No. Nicholas Letter has no current broker registration.
How can I verify Nicholas Letter’s record?
Search CRD 3204542 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicholas Letter’s full registration record.
