Eric Halverson

Nathan Deets is a Certified Financial Planner™ (CFP®) with 20 years of experience in the financial services industry. He has been with Advisors Management Group Inc since 2006. The firm serves individuals, trusts, estates, charitable organizations, corporations, and retirement plan participants with a range of financial and investment advisory services. Advisors Management Group employs a diversified, model-driven investment approach using ETFs, mutual funds, and individual equities. The firm also offers in-house tax and accounting services and provides business consulting alongside portfolio management and financial planning.

Warren Deets is a Series 65 licensed financial advisor with 18 years of industry experience. He has been with Advisors Management Group, Inc. in La Crosse, WI since 2007. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm uses a diversified, model-based investment approach tailored to clients’ risk tolerances and objectives, and offers additional services such as tax preparation, bookkeeping, and payroll.

Jennifer Deets is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with Advisors Management Group, Inc. in La Crosse, WI since 2003. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach and offers additional services such as tax preparation, bookkeeping, and payroll alongside advisory offerings.

David Christensen is a financial advisor at Coordinated Capital Securities, Inc. in La Crosse, WI, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Coordinated Capital Securities since 2011. Outside of his advisory role, he owns a tax services and accounting business where he prepares tax returns and works as an independent insurance agent selling and servicing fixed annuities, life, and long-term care insurance. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers a variety of management programs and investment strategies supported by a team of 16 financial professionals managing approximately $137 million for about 186 clients.

Kate Pederson is a Series 65-credentialed financial advisor with eight years of industry experience. She has been with Advisors Management Group Inc. since 2017 and previously worked at Logistics Health from 2014 to 2017. Advisors Management Group provides portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a diversified, model-based investment approach and offers additional services such as 401(k) consulting, tax preparation, and accounting.

Luke Spink is a financial advisor at Advisors Management Group Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Short Stop Bar and Mosinee School District. Advisors Management Group, Inc. provides portfolio management and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, estates, charitable organizations, corporations, and employee benefit plan participants. The firm employs a diversified, model-based investment approach tailored to client objectives and risk tolerances, and also offers tax preparation, bookkeeping, payroll, and other accounting services alongside advisory solutions.