Regan Shipp (CRD# 7006095) is an Investment Advisor Representative working at Rosemeyer Management Group in Platteville, WI and has over 5 years of experience in the finance industry.
CRD# 4802967
Edward Jones
CRD# 6481767
Edward Jones
CRD# 4838875
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Rmg Wealth Management | Platteville, WI | Oct 2020 - Current | 4 |
Rosemeyer Management Group | Platteville, WI | Aug 2018 - Current | 6 |
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 |
- IL
- IA
- 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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