Advisors Management Group Inc is a reputable investment advisory firm located in La Crosse, WI, with a strong presence in the local market. With three strategically located offices, the firm is well-positioned to serve a diverse range of clients. Comprised of a team of 16 skilled professionals, Advisors Management Group Inc excels in providing comprehensive investment advisory services. Ten of their employees are dedicated investment advisors who offer expert guidance and personalized solutions to clients. Each investment advisor manages an average of approximately $55,500,000 in assets, reflecting the firm's ability to handle substantial portfolios. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring flexibility and aligning interests with clients. Advisors Management Group Inc boasts extensive experience in managing assets sourced from employer 401K plans and individual investors, accounting for around half of their total assets under management. Their expertise in this area has allowed them to deliver exceptional results and build a strong reputation. Furthermore, the firm provides additional services as an accountant or accounting firm, catering to the financial needs of their clients comprehensively. With over 1,750 individual clients and an impressive $554,972,000 in assets under management, Advisors Management Group Inc has established itself as a trusted partner in managing wealth. The company takes pride in its long-standing advisors, including Jennifer Deets, Julie Deets, and Roger Deets, who have contributed significantly to the firm's success. With 95% of their assets under management being discretionary, Advisors Management Group Inc demonstrates their clients' trust in their expertise and ability to make informed investment decisions.

MBE Wealth Management, LLC, a local investment advisory firm based out of Tomah, WI, prides itself on its commitment to providing exceptional financial services to its clients. With over 2,390 individual clients and a staggering $449,615,000 in assets under management, MBE Wealth Management has established itself as a trusted partner in wealth management. With five offices strategically located, MBE Wealth Management is accessible to clients across the region. They specialize in managing assets from employer 401Ks and individuals, boasting significant experience in this space. All of the assets they manage are done so with discretionary authority, ensuring a high level of trust and flexibility for their clients. The firm's compensation structure is designed to meet the diverse needs of their clientele. They offer various types of fees, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility allows MBE Wealth Management to tailor their services to the specific requirements of each client. Comprising a team of 12 highly skilled professionals, with eight dedicated to providing investment advisory services, MBE Wealth Management ensures that clients receive personalized attention and expertise. Each investment advisor manages an average of approximately $56,200,000 in assets, aligning with the industry average. MBE Wealth Management takes pride in its longevity, with seasoned advisors such as Brent Brinker, Jacob Krueger, and Timothy Moy contributing their expertise to the firm. Their commitment to delivering exceptional financial guidance has earned them a reputation as a trusted partner in wealth management, helping clients achieve their financial goals and secure their financial future.