Rebecca Agamaite has been an investment adviser representative at Advisors Management Group since March 2011, and is not listed among the firm’s executive officers or direct owners. Rebecca Agamaite holds a Master of Business Administration from Concordia University.
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.
Rebecca Agamaite is an Investment Advisor Representative of Advisors Management Group, based in Green Bay. She joined the firm in 2011 in that role, working with clients to manage their investment assets and help them obtain their financial objectives. Before joining she worked for several years at Marshall & Ilsley Bank and MetLife.
Rebecca Agamaite’s longest registration is the current one, 15 years at Advisors Management Group since 2011. Before joining Advisors Management Group in 2011, Rebecca Agamaite was registered through Metlife Securities Inc.
- – present · 15 yearsGreen Bay, WI · Adviser representative · Firm CRD 113020
- Metlife Securities Inc.– · 4 yearsDe Pere, WI · Adviser representative · Firm CRD 14251
Investment adviser representative registrations
Rebecca Agamaite is registered as an investment adviser representative in Wisconsin, since March 2011.
- WisconsinSince 9 March 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 12 December 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 December 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 September 2005 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Rebecca Lyn Agamaite
- CRD
- 4997609
- Firm
- Advisors Management Group · CRD 113020
- Office
- 2199 LINEVILLE ROAD, Green Bay, WI 54313
- Registration
- Investment adviser registration
- In the industry since
- December 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- advisorsmanagement.com
Where does Rebecca Agamaite work?
Rebecca Agamaite is an investment adviser representative registered through Advisors Management Group Inc since March 2011, and is not listed among the firm’s executive officers or direct owners.
Is Rebecca Agamaite a financial advisor?
Yes. Rebecca Agamaite has a current investment-adviser registration in Wisconsin, through Advisors Management Group since March 2011.
How many years of experience does Rebecca Agamaite have?
Rebecca Agamaite has 19 years in the financial industry, since December 2006, across 2 adviser firms.
What exams has Rebecca Agamaite passed?
Rebecca Agamaite has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in September 2005.
Where did Rebecca Agamaite work before Advisors Management Group?
Before Advisors Management Group, Rebecca Agamaite was registered through Metlife Securities Inc., December 2006 to March 2011.
Where is Rebecca Agamaite based?
Rebecca Agamaite’s registered office is in Green Bay, WI.
Is Rebecca Agamaite registered with FINRA?
No. Rebecca Agamaite has no current broker registration.
How can I verify Rebecca Agamaite’s record?
Search CRD 4997609 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rebecca Agamaite’s full registration record.
