ADVISORS MANAGEMENT GROUP INC
SEC RegisteredFiduciary Financial Advisors Serving Individuals, Families, And Businesses
About the firm
Advisors Management Group was organized in 1988 as a Registered Investment Advisor firm serving individuals, families, and small businesses through offices in La Crosse, Eau Claire, and Green Bay, Wisconsin. As fiduciary, fee-only advisors, AMG provides investment advisory, financial planning, workplace retirement plan consulting, business consulting, accounting, tax preparation, and payroll services under one coordinated team.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory, financial planning, business consulting, workplace savings plan consulting, small business accounting, payroll, and tax preparation services.
Who they serve
Individuals, families, and small businesses nationwide, including business owners, retirement planners, and those seeking coordinated financial guidance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,807 | $545M |
| High Net Worth Individuals | 105 | $274M |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 1 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| $1,000,001 - $2,000,000 | 0.85% |
| Over $2,000,000 | 0.60% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ADVISORS MANAGEMENT GROUP INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.