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Julie Lucille Deets

Advisors Management Group Inc.

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About Julie Lucille Deets

Julie Lucille Deets is a registered investment advisor representative with Advisors Management Group Inc. located in La Crosse, Wisconsin. Julie has been in the securities industry since December 1988. Julie is also the owner of Deets Properties LLC, a commercial real estate company.

Firm Information

Julie Deets is currently registered with Advisors Management Group Inc.. Advisors Management Group Inc. is an investment advisor located in La Crosse, Wisconsin, with 11 investment adviser representatives. The firm manages approximately $614,523,209 in regulatory assets under management, primarily for individuals and charitable organizations. They provide financial planning and portfolio management services to a range of clients, including high-net-worth individuals, other investment advisors, and individuals other than high-net-worth. The firm also offers business consulting services.
Advisors Management Group Inc.

505 KING ST STE 208

LA CROSSE, WI 54601

$614.52M

Assets Under Management

5

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business consulting services

Business consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julie Deets’s Registration & Firm History

WI

07/08/1997 - Present

Advisors Management Group Inc. (LA CROSSE WI)

SC

12/22/1988 - 03/04/1997

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

NA

04/26/1985 - 12/20/1986

WADDELL & REED, INC.

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Licenses & Designations

BC

Issued 03/14/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie Lucille Deets.
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