Payton Paul Simon
Investment Adviser Representative at Rosemeyer Management Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Payton Paul Simon is an investment adviser representative with Rosemeyer Management Group in Platteville, WI, where they have been registered since 2020, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Iowa and Wisconsin.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Iowa, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- RMG Wealth Management, LLCOct 2020 – no end date reportedPlatteville, WI
- Rosemeyer Management GroupMay 2018 – no end date reportedPlatteville, WI
- University of Wisconsin - Madison Athletic DepartmentNov 2017 – May 2018Madison, WI
- Benvenuto's Italian Grill/Parkway GrillMay 2017 – Jan 2018Platteville, WI
- Grab-a-Cone Ice Cream ShoppeMay 2014 – Aug 2017Montfort, WI
- Full-time EducationSep 2004 – no end date reportedPlatteville, WI
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Rosemeyer Management Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, retirement planning, tax planning, estate planning, and financial blindspot reviews, with personalized income strategies, tax-efficient withdrawal planning, and regular plan reviews.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Platteville, WI
- SEC file number:
- 801-119774
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 30, 2026
View full firm profileOther advisors at Rosemeyer Management Group
12 other advisors in the directory
Similar advisors in Platteville, WI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Payton Paul Simon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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