Julie Deets
Advisors Management Group · La Crosse, Wisconsin
Julie Deets is a fee-only financial advisor at Advisors Management Group in La Crosse, Wisconsin. Julie charges a percentage of assets and an ongoing planning fee and focuses on tax planning and small business owners.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Advisors Management Group |
|---|---|
| Based in | La Crosse, Wisconsin |
| Fee model | Percentage of assets · Ongoing planning fee |
| Works virtually | Yes |
| Assets under management | $819.6M across 4,960 accounts |
| SEC registration | Investment adviser representative in WI · CRD 1363608 |
| Exams passed | Series 63 (1989) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.advisorsmanagement.com |
How Julie's firm compares
- Advisors Management Group's average account is about $165,000, from its Form ADV (assets managed divided by 4,960 accounts).
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Questions about Julie
Is Julie Deets a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie holds no broker registration, and Advisors Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julie charge for financial advice?
Julie charges a percentage of assets and an ongoing planning fee.
Does Julie work with clients virtually?
Yes. Advisors Management Group says on its website that it works with clients remotely.
Where is Julie Deets based?
Julie Deets is based in La Crosse, Wisconsin.
What does Julie specialize in?
Julie's specialties include tax planning and small business owners. Julie works with retirees and pre-retirees.
Is Julie Deets registered with the SEC?
Yes. Julie Deets is registered as an investment adviser representative in WI (CRD 1363608), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Advisors Management Group manage?
Advisors Management Group reports $819.6M across 4,960 accounts in assets under management.
How do I contact Julie Deets?
Through Julie's website, www.advisorsmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Advisors Management Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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