Roger Dale Deets

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

• 11/1989 → Present
  Advisors Management Group, Inc.
  La Crosse, WI

Other Businesses

Roger and his wife Julie are the owners of Deets Properties LLC, a commercial real estate company, which is not investment-related. Deets Properties began 9/2005 and Deets Properties II began 1/2019. Deets Properties is located at 505 King St., #208, La Crosse, WI 54601. Roger spends 2 hours per month on Deets Properties LLC, none during securities trading hours, communicating with tenants and overseeing the management.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-05-13