{"url":"https://nivawealth.com/firms/advisors-management-group-113020","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/113020","regulatoryAum":819632981,"crd":"113020","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4997609","suffix":null,"lastName":"AGAMAITE","firstName":"REBECCA","middleName":"LYN"},{"crd":"7274218","suffix":null,"lastName":"Benedict","firstName":"Shay","middleName":"Videll"},{"crd":"4667274","suffix":null,"lastName":"DEETS","firstName":"JENNIFER","middleName":"NICOLE"},{"crd":"1363608","suffix":null,"lastName":"DEETS","firstName":"JULIE","middleName":"LUCILLE"},{"crd":"5160789","suffix":null,"lastName":"DEETS","firstName":"NATHAN","middleName":"MARSHALL"},{"crd":"1022210","suffix":null,"lastName":"DEETS","firstName":"ROGER","middleName":"DALE"},{"crd":"5355845","suffix":null,"lastName":"DEETS","firstName":"WARREN","middleName":"ALAN"},{"crd":"7779749","suffix":null,"lastName":"Harcey","firstName":"Maxwell","middleName":"Michael"},{"crd":"3204542","suffix":null,"lastName":"LETTER","firstName":"NICHOLAS","middleName":"JOHN"},{"crd":"6898119","suffix":null,"lastName":"Pederson","firstName":"Kate","middleName":"Marie"},{"crd":"7889311","suffix":null,"lastName":"SPINK","firstName":"LUKE","middleName":null},{"crd":"6127834","suffix":null,"lastName":"VEGA","firstName":"ASHLEY","middleName":"JOANNE"}],"total":12,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-05","regulatoryAum":485253435,"clients":1704,"employees":16,"offices":2},{"filedOn":"2022-07-21","regulatoryAum":576041191,"clients":1788,"employees":17,"offices":3},{"filedOn":"2023-06-26","regulatoryAum":554971802,"clients":1863,"employees":16,"offices":3},{"filedOn":"2024-03-18","regulatoryAum":614523209,"clients":1909,"employees":17,"offices":3},{"filedOn":"2025-07-08","regulatoryAum":712612877,"clients":1931,"employees":17,"offices":3},{"filedOn":"2026-03-20","regulatoryAum":819632981,"clients":1918,"employees":17,"offices":3}],"secFileNumber":"801-33545","legalName":"Advisors 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typically a flat fee between $500 and $10,000, set by complexity and agreed in writing in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017987","versionId":1017987,"submittedOn":"2026-03-12","documentName":"ADV PART 2A"},{"role":"other","program":"Personal Tax Services","summary":"Tax preparation and tax planning are charged a fee in addition to advisory fees; no amount is stated.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017987","versionId":1017987,"submittedOn":"2026-03-12","documentName":"ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T06:16:55.342512+00:00","documents":[{"name":"ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017987","versionId":1017987,"submittedOn":"2026-03-12"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":808273516}],"custodyNote":"Advisors Management Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jennifer Deets","title":"Chief Compliance Officer","crd":"4667274"},{"name":"Julie Deets","title":"CFO","crd":"1363608"},{"name":"Roger Deets","title":"CEO","crd":"1022210"}],"ownership":[{"label":"Roger Deets","detail":"Ceo in the 50% to 75% ownership band and a control person, since October 1993."},{"label":"Amg Stock Ownership Trust","detail":"Esop in the 25% to 50% ownership band, since January 2014."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Wisconsin","offices":3,"addresses":[{"street":"505 King St Ste 208","city":"La Crosse","headquarters":true},{"street":"2199 Lineville Road","city":"Green Bay"},{"street":"1324 West Clairemont Avenue 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They include 1,807 individual clients, 105 high-net-worth individuals and 5 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Advisors Management Group offer?","answer":"Advisors Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Advisors Management Group charge?","answer":"Advisors Management Group charges 0.60%–1.25% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"ADV PART 2A, filed 12 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Advisors Management Group use?","answer":"Advisors Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $808M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Advisors Management Group have?","answer":"Advisors Management Group has 12 investment adviser representatives registered with state securities authorities, out of 17 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Advisors Management Group invest in?","answer":"At the end of its last fiscal year, Advisors Management Group’s separately managed accounts held 53% exchange-traded equities, 22% non-exchange-traded equities, 17% cash and equivalents and 8% registered funds (mutual funds, ETFs, BDCs).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Advisors Management Group?","answer":"Advisors Management Group’s direct owners are Roger Deets (50% to 75%) and Amg Stock Ownership Trust (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Advisors Management Group get paid?","answer":"Advisors Management Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Advisors Management Group?","answer":"Advisors Management Group’s main office is at 505 King St Ste 208, La Crosse, WI 54601. Its phone number is 608-782-0200. Its website is advisorsmanagement.com.","source":"Form ADV Part 1A, Item 1.F, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}