Julie L. Deets

ADVISORS MANAGEMENT GROUP

LA CROSSE, WI 54601

Some features on this profile are disabled

CRD#: 1363608

Professional summary

Julie Lucille Deets, who also goes by Julie L Glamm, Julie Lucille Glamm, is a registered financial advisor currently at ADVISORS MANAGEMENT GROUP INC located in La Crosse, Wisconsin.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Julie has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julie L Glamm | Julie Lucille Glamm

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Julie and her husband Roger 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 at 505 King St., #208, La Crosse, WI 54601. Julie spends 2 hours per month on Deets Properties LLC, none during securities trading hours, communicating with tenants and overseeing the management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Lucille Deets's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 8, 1997 - Present

ADVISORS MANAGEMENT GROUP INC

Office #1: 505 King St., #108, La Crosse, WI 54601

RIA

CRD#: 113020

LA CROSSE, WI

Past

December 22, 1988 - March 4, 1997

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

April 26, 1985 - December 20, 1986

WADDELL & REED

CRD#: 866

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ADVISORS MANAGEMENT GROUP INC

CRD#: 113020 / SEC#: 801-33545

RIA

Registered Investment Advisory firm - (2/13/1989 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(7/8/1997)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/14/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/20/1985

General Securities Representative Examination

Current Firm

ADVISORS MANAGEMENT GROUP INC

CRD#: 113020 / SEC#: 801-33545

RIA

Registered Investment Advisory firm - (2/13/1989 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

505 King St Ste 208, La Crosse, WI 54601

Mailing Address

Phone number

(608) 782-0200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/15/2025)

Regulatory assets under management

Total Number of Accounts	4,862
AUM (Assets Under Management)	$ 712,612,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

IAR

Naples, FL

Azam Qayum

CETERA ADVISORS LLC

GREENWOOD VILLAGE, IL

Alicia Larson

OSAIC WEALTH, INC.

IAR

Berkley, MA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Julie L. Deets

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Lucille Deets's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISORS MANAGEMENT GROUP INC

LPL FINANCIAL LLC

WADDELL & REED

Primary Firm SEC Registration

ADVISORS MANAGEMENT GROUP INC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/14/1989

Series 7

Date: 4/20/1985

Current Firm

ADVISORS MANAGEMENT GROUP INC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISORS MANAGEMENT GROUP INC

TRUST BUT VERIFY

Contact information

Similar Advisors