Rosemeyer Management Group

Frank Ortiz is a financial advisor at Rosemeyer Management Group in Dubuque, IA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at UMB Bank, Dubuque Bank and Trust, and Dutrac Community Credit Union. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach tailored to individual client needs.

John Drefcinski is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. His prior roles include positions at Life Time Financial Services, The Insurance Center, and Northwestern Mutual, as well as experience outside the financial industry. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and other institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to individual client needs and utilizing various analytical methods and strategies.

Kaley Bockhop is a financial advisor at Rosemeyer Management Group with five years of industry experience. She holds the Series 66 designation and has worked at RMG Wealth Management, Rosemeyer Management Group, Compeer Financial, and Badgerland Financial. Outside of finance, she owns and operates Kaley's Cattle LLC, a livestock business. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to client needs while incorporating fundamental, technical, and cyclical analysis.

Brooklyn Strang is a Series 65-licensed advisor at Rosemeyer Management Group with one year of industry experience. Prior to joining the firm, Brooklyn held positions at various organizations including Badger Pool, Kari Strang Tax & Accounting, and Benton State Bank. Outside of finance, Brooklyn has experience as a self-employed daycare provider and involvement with the Badger Mine & Museum. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets, employing a value-oriented investment approach that includes fundamental, technical, and cyclical analysis along with opportunistic shorter-term positions.

Haley Herr is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. Prior to joining Rosemeyer Management Group, she worked at Marquis LLC and Businessolver. Rosemeyer Management Group is a team-based SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, retirement plan sponsors, and institutions. The firm employs a value-oriented, primarily long-only investment approach and offers discretionary asset management, financial planning, and retirement-plan consulting services.

Payton Simon is a financial advisor at Rosemeyer Management Group with a Series 65 designation and five years of industry experience. Prior to his advisory roles, he worked in the athletic department at the University of Wisconsin - Madison and has held positions in the restaurant and retail sectors. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm employs a value-oriented, primarily long-only investment approach combined with fundamental, technical, and cyclical analysis, managing approximately $691 million in client assets across multiple offices.

Regan Shipp is a financial advisor at Rosemeyer Management Group with six years of industry experience. She holds a Series 65 designation and has worked at several firms including Goldstar FS and Compeer Financial. In addition to her advisory role, Shipp is an independent insurance agent with Rosemeyer Management Group. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets using a value-oriented, primarily long-only investment approach combined with fundamental, technical, and cyclical analysis, tailoring portfolios to client needs.

Jacob Rosemeyer is a financial advisor at Rosemeyer Management Group with seven years of industry experience. He holds a Series 66 designation and has worked at RMG Wealth Management, Harbour Investments, Rosemeyer Management Group, and FOCUS. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets, employing a value-oriented, primarily long-only investment strategy with fundamental, technical, and cyclical analysis, while tailoring portfolios to client constraints.

Andrew Tranel is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Rosemeyer Management Group since 2015 and also works with RMG Wealth Management. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets, employing a value-oriented, primarily long-only investment approach combined with fundamental, technical, and cyclical analysis, and offers tailored portfolio solutions including fiduciary retirement plan consulting and participant education.

Carter Klaas is a financial advisor with Rosemeyer Management Group, holding a Series 66 designation and five years of industry experience. He has held positions at several firms, including Securian Financial Services and UW Credit Union, where he also serves as a Community Partnerships Intern. Klaas contributed case studies to the book "Real Life Financial Planning," aimed at illustrating the financial planning process. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to client needs and offering fiduciary retirement plan consulting alongside participant education.

Joseph Schultz is a financial advisor at Rosemeyer Management Group with a Series 65 designation and three years of industry experience. He has worked at Rosemeyer Management Group since 2020 and previously spent five years at Shoe Shack. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets using a value-oriented, primarily long-only investment approach, and tailors portfolios to individual client needs.