ROSEMEYER MANAGEMENT GROUP
SEC RegisteredLife changes. So should your financial plan.
About the firm
Rosemeyer Management Group (RMG) is a financial advisory firm that helps families, farms, business owners, and individuals entering retirement align their financial strategies with what matters most to them. Their advisors listen first to ensure each plan reflects the client's unique goals, story, and future.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, retirement planning, tax planning, estate planning, and financial blindspot reviews, with personalized income strategies, tax-efficient withdrawal planning, and regular plan reviews.
Who they serve
Families, farms, business owners, and individuals entering or approaching retirement, including those building a legacy, supporting aging parents, or teaching children the value of saving.
| 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
Office locations
Advisors at this firm
13 advisors in the directory
Regulatory & compliance
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.