Advisor at Rosemeyer Management Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Rosemeyer Management Group
Location
Platteville, WI 53818
Credentials
Series 65
Industry experience
< 1 year
Financial planning fixed fees from $500 to $5,000; typically one-time fees for specific services
Up to 1.50% annually, negotiable
$100 to $500 per hour for financial planning projects
Minimum fee: Minimum fixed fee for financial planning services generally $500
Rosemeyer Management Group
2026 - Present (1 year)
UMB Bank, n.a.
2025 - 2026 (1 year)
Dubuque Bank and Trust
2023 - 2025 (2 years)
Dutrac Community Credit Union
2022 - 2023 (1 year)
Unemployed
2021 - 2022 (1 year)
Jimmy Johns
2021 - 2021 (1 year)
Pizza Hut
2021 - 2021 (1 year)
Harbor Freight
2021 - 2021 (1 year)
Full Time Student
2016 - 2021 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Lancaster, WI
Edward Jones
CFP®, Series 66
Platteville, WI
Edward Jones
Series 66
Platteville, WI
Edward Jones
Series 65
Platteville, WI
Rosemeyer Management Group
Series 66
Platteville, WI
Rosemeyer Management Group
Series 65
Platteville, WI
Rosemeyer Management Group
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