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Nicholas John Letter

Advisors Management Group Inc.

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About Nicholas John Letter

Nicholas Letter is an investment advisor representative currently registered with Advisors Management Group Inc. Nicholas has been in the industry since 2006. Previously, Nicholas worked at AXA Advisors, LLC from 2006 to 2013 in Green Bay, WI. Nicholas has passed the Series 7, Series 24 and Series 66 exams. Advisors Management Group Inc. is a registered investment advisor with the state of Wisconsin and manages assets of over $614 million for 4,689 clients. The firm offers financial planning and portfolio management for individuals and businesses. The firm has a main office in La Crosse, WI, and a branch office in Green Bay, WI.

Firm Information

Nicholas Letter 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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Nicholas Letter’s Registration & Firm History

WI

03/04/2013 - Present

Advisors Management Group Inc. (GREEN BAY WI)

WI

01/23/2006 - 01/22/2013

AXA ADVISORS, LLC (GREEN BAY WI)

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Licenses & Designations

BOTH

Issued 02/09/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/02/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/20/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas John Letter.
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