Rosemeyer Management Group

Rosemeyer Management Group (CRD# 310363) is a financial advisory firm headquartered in Platteville, WI. They manage $511,167,151 in 2,728 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
662 Hwy. 151e, Platteville, WI 53818
http://www.rosemeyermg.com
By the Numbers
  • Total Assets Under Management
    511
    MILLION
  • Total Number of Accounts
    2,728
    ACCOUNTS
  • Average Account Value
    $187,378
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
The map below shows states where this firm has explicit registration only.

FL, IA, IL, MA, NY, TX, WI

Financial Advisors at Rosemeyer Management Group
Showing 1 - 6 of 6 top financial advisors.
1
Andrew Tranel, financial advisor Platteville WI
Andrew T. Tranel
CRD#: 6420432
662 Hwy. 151e, Platteville, WI 53818

Andrew Tranel (CRD# 6420432) is an Investment Advisor Representative working at Rosemeyer Management Group in Platteville, WI and has over 11 years of experience in the finance industry.

2
Kaley Bockhop, financial advisor Platteville WI
Kaley E. Bockhop
CRD#: 7179153
662 Hwy. 151e, Platteville, WI 53818

Kaley Bockhop (CRD# 7179153) is an Investment Advisor Representative working at Rosemeyer Management Group in Platteville, WI and has over 3 years of experience in the finance industry.

3
Carter Klaas, financial advisor Platteville WI
Carter M. Klaas
CRD#: 7253814
662 Hwy. 151e, Platteville, WI 53818

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.

4
Joseph Schultz, financial advisor Platteville WI
Joseph W. Schultz
CRD#: 7307011
662 Hwy. 151e, Platteville, WI 53818

Joseph Schultz (CRD# 7307011) is an Investment Advisor Representative working at Rosemeyer Management Group in Platteville, WI and has 1 year of experience in the finance industry.

5
Regan Shipp, financial advisor Platteville WI
Regan M. Shipp
CRD#: 7006095
662 Hwy. 151e, Platteville, WI 53818

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.

6
Payton Simon, financial advisor Platteville WI
Payton P. Simon
CRD#: 6947005
662 Hwy. 151e, Platteville, WI 53818

Payton Simon (CRD# 6947005) is an Investment Advisor Representative working at Rosemeyer Management Group in Platteville, WI and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals