James RosemeyerCRD Number: 5923385
Current Firm: Harbour Investments, Inc.
James Rosemeyer (CRD# 5923385) is an Investment Advisor Representative working at Harbour Investments, Inc. in Platteville, WI and has over 5 years of experience in the finance industry.
Steele Capital Management, Inc.
Investments By Design, Inc.
Wayne Hummer Investments LLC
|Harbour Investments Inc.||Madison, WI||Jul 2015 - Current||1|
|Rosemeyer Management Group||Platteville, WI||Jan 1987 - Current||30|
|Rosemeyer Chiropractic||Platteville, WI||Jan 1987 - Apr 2010||23|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2011|
Total Assets Under Management552MILLIONS
Total Number of Accounts2,508ACCOUNTS
Average Account Value$220,245
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV