Carter Klaas (CRD# 7253814) is an Investment Advisor Representative working at Rosemeyer Management Group in Platteville, WI and has over 3 years of experience in the finance industry.
CRD# 4802967
Edward Jones
CRD# 6481767
Edward Jones
CRD# 4838875
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rosemeyer Management Group | Plateville, WI | Aug 2021 - Current | 2 |
| Securian Financial Services | Saint Paul, MN | May 2020 - Aug 2021 | 1 |
| Minnesota Life Insurance Company | Saint Paul, MN | May 2020 - Aug 2021 | 1 |
| North Star Resource Group | Saint Paul, MN | May 2020 - Aug 2021 | 1 |
| Cri Securities | Saint Paul, MN | May 2020 - Aug 2021 | 1 |
| Uw Credit Union | Madison, WI | Sep 2019 - Aug 2021 | 1 |
| University Of Wisconsin-madison | Madison, WI | Sep 2016 - May 2020 | 3 |
| University Of Wisconsin-madison | Madison, WI | Sep 2019 - Dec 2019 | < 1 |
| Rsm Wealth Managment LLC | Madison, WI | May 2019 - Sep 2019 | < 1 |
| Alpha Chi Omega | Madison, WI | Sep 2016 - May 2019 | 2 |
| Maple Bluff Country Club | Madison, WI | May 2018 - Sep 2018 | < 1 |
| Maple Bluff Country Club | Madison, WI | May 2017 - Sep 2017 | < 1 |
| Maple Bluff Country Club | Madison, WI | May 2016 - Sep 2016 | < 1 |
| Mcfarland High School | Mcfarland, WI | Sep 2012 - Sep 2016 | 4 |
| Maple Bluff Country Club | Madison, WI | May 2015 - Oct 2015 | < 1 |
| Maple Bluff Country Club | Madison, WI | May 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- WI
-
Total Assets Under Management511MILLIONS
-
Total Number of Accounts2,728ACCOUNTS
-
Average Account Value$187,378
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, IA, IL, MA, NY, TX, WI
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