Magis Advisory Group
Magis Advisory Group firm was named in honor of the commitment we share to servant leadership. Magis (pronounced "màh-gis") is a Latin word meaning “the more" or “the greater." The connotation of the word is not “greater than,” but rather “greater for” others and reflects the way we aspire to serve our clients. We believe that in an environment where consolidation by large national firms is the norm, the space for mid-size, privately owned firms that understand the local and regional market, as well as the national landscape, is ever more important. We possess an expertise and a different perspective that sees the big picture as well as the intricate details. Magis Advisory Group is nimble – every member of our team is empowered to make the necessary decisions for the greatest benefit of our clients. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Magis Advisory Group is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://bit.ly/KF-Disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.
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Verified contacts
19
available on Kipplo
LinkedIn employees
21
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
2
tools in use
Monthly traffic
46
organic / mo
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- MR
Mindy Rogge
Vice President of Finance and Administration · Finance & Accounting
EmailPhone - MS
Melissa Schneider
Account Manager · Sales & Business Development
EmailPhone - AS
Abby Simon
Senior Client Service Specialist · Customer/Client Service
EmailPhone - AK
Allison Kaas
Client Service Specialist · Customer/Client Service
EmailPhone - DM
Dan MacKewicz
Rating Analyst · Finance & Accounting
EmailPhone - DB
Debbie Bogdan
Medicare and Individual Coverage Consultant · Healthcare & Human Services
EmailPhone - RA
Renee Avampato
Senior Consultant · General Business & Management
EmailPhone - SS
Sue Shepherd
Client Success Manager · Customer/Client Service
EmailPhone - CC
Calla Campbell
Account Manager · Sales & Business Development
EmailPhone
Showing 9 of 19 verified contacts
Top roles at Magis Advisory Group
15 distinct titles indexed · top 10 shown.
- 2account coordinator
- 2account manager
- 2rating analyst
- 1account coordinator and wellness specialist
- 1client advocate
- 1client advocate and voluntary benefits
- 1client service specialist
- 1client success manager
- 1consultant
- 1director of retirement plans and financial services
- +5more titles
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