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ADVISORS MANAGEMENT GROUP INC

LA CROSSE, WI · CRD 113020 · IAPD ↗ · advisorsmanagement.com · 608-782-0200

$819.6MRegulatory AUM
12Advisory reps
17Employees
1Clients
101-250Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — ADVISORS MANAGEMENT GROUP INC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
August 2025 — ADVISORS MANAGEMENT GROUP INC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2024 — ADVISORS MANAGEMENT GROUP INC notice-filed in NE, SC, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2024 — ADVISORS MANAGEMENT GROUP INC notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.