Regan Shipp, financial advisor Platteville WI

Regan Shipp

CRD Number: 7006095
Current Firm: Rosemeyer Management Group

Regan Shipp (CRD# 7006095) is an Investment Advisor Representative working at Rosemeyer Management Group in Platteville, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Rmg Wealth Management Platteville, WI Oct 2020 - Current 3
Rosemeyer Management Group Platteville, WI Aug 2018 - Current 5
Goldstar Fs Cambridge, IL May 2018 - Aug 2018 < 1
Compeer Financial Dodgeville, WI Jan 2018 - Apr 2018 < 1
Uwp Career Center Platteville, WI Mar 2017 - Jan 2018 < 1
Goldstar Fs Cambridge, IL May 2017 - Aug 2017 < 1
Zbest West Annawan, IL Sep 2015 - Jan 2017 1
Pioneer Princeton, IL May 2016 - Aug 2016 < 1
Purple Onion Annawah, IL Aug 2015 - Sep 2015 < 1
Pioneer Princeton, IL May 2015 - Aug 2015 < 1
Bc Metro Center Princeton, IL Jan 2014 - May 2015 1
Bureau Valley High School Manlius, IL Aug 2011 - May 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Regan M. Shipp
Phone Number: 608-348-2274
Registered State(s):
  • IL
  • IA
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


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