Shay Videll Benedict

Employer firm

Advisors Management Group Inc CRD 113020

$820M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• BUSINESS CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → Present
  Advisors Management Group, Inc.
  Lacrosse, WI
• 10/2017 → 06/2020
  United Health Group
  Lacrosse, WI
• 07/2017 → 10/2017
  Walmart Distribution
  Tomah, WI
• 06/2014 → 10/2017
  Mayo Clinic Health System
  Lacrosse, WI
• 06/2014 → 10/2017
  Ymca
  Lacrosse, WI
• 09/2020 → Present
  Advisors Management Group, Inc.
  La Crosse, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-01