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Jacob Edward Rosemeyer

RMG WEALTH MANAGEMENT, LLC·PLATTEVILLE, Wisconsin
SIE, Series 7, Series 66Clean record7 years registeredRMG WEALTH MANAGEMENT, LLC
1290 E MINERAL ST., PLATTEVILLE, WI 53818CRD# 6821451Firm CRD# 310363

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacob Edward Rosemeyer · PLATTEVILLE, WI
Registration
CRD #6821451 · RMG WEALTH MANAGEMENT, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

ROSEMEYER MANAGEMENT GROUP
Nov 2020 – present
HARBOUR INVESTMENTS, INC.
Jan 2021 – Dec 2024
PLATTEVILLE, WI
HARBOUR INVESTMENTS, INC.
Sep 2018 – Dec 2020
PLATTEVILLE, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · September 13, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RMG WEALTH MANAGEMENT, LLC
CRD 310363 · SEC 801-119774
AUM
$511M
Regulatory assets under management
Employees
10
2,728 client accounts
Services offered by RMG WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RMG WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jacob Edward Rosemeyer offer?
Jacob Edward Rosemeyer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLATTEVILLE, Wisconsin for a consultation.
What are Jacob Edward Rosemeyer's credentials?
Jacob Edward Rosemeyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Edward Rosemeyer located?
Jacob Edward Rosemeyer is based in PLATTEVILLE, Wisconsin, working with RMG WEALTH MANAGEMENT, LLC. Their office serves clients in the PLATTEVILLE metropolitan area and surrounding communities.
How does Jacob Edward Rosemeyer charge for services?
Jacob Edward Rosemeyer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RMG WEALTH MANAGEMENT, LLC?
RMG WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $511M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RMG WEALTH MANAGEMENT, LLC

Payton Paul Simon
PLATTEVILLE, WI
Regan Marie Shipp
PLATTEVILLE, WI
Andrew Thomas Tranel
PLATTEVILLE, WI
Kaley Ellen Bockhop
PLATTEVILLE, WI

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Research
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