RM
ROSEMEYER MANAGEMENT GROUP
SEC RegisteredPLATTEVILLE, WIhttps://rosemeyermg.com608-348-2274
Assets Under Management
$500M–$1B
Employees
23
Office Locations
5 offices
Total Accounts
1170
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations
Services
retirement_planningsocial_security
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 911 | $293M |
| High Net Worth Individuals | 243 | $568M |
| State/Municipal Entities | 6 | — |
0 total clients reported on Form ADV.
Leadership
Jacob Edward Rosemeyer
CHIEF EXECUTIVE OFFICER
Kaley Ellen Bockhop
CHIEF FINANCIAL OFFICER
Andrew Thomas Tranel
CHIEF COMPLIANCE OFFICER
Payton Paul Simon
CHIEF INVESTMENT OFFICER
Regan Marie Shipp
CHIEF OPERATIING OFFICER
Office locations
5 offices in 3 states
WI
PLATTEVILLEHQ
IA
DUBUQUE
IL
STRELING
WI
GLENDALE
WI
BOSCOBEL
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
CRD number
#310363
SEC Number
801-119774
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
rosemeyermg.comPhone
608-348-2274Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ROSEMEYER MANAGEMENT GROUP 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 the SEC or FINRA websites before making any decision.