AdvisorOS Directory
Claim Profile
Unclaimed Profile
KB

Kaley Ellen Bockhop

RMG WEALTH MANAGEMENT, LLC·PLATTEVILLE, Wisconsin
SIE, Series 7TO, Series 66Clean record5 years registeredRMG WEALTH MANAGEMENT, LLC
1290 E MINERAL ST., PLATTEVILLE, WI 53818CRD# 7179153Firm CRD# 310363

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kaley Ellen Bockhop · PLATTEVILLE, WI
Registration
CRD #7179153 · RMG WEALTH MANAGEMENT, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

ROSEMEYER MANAGEMENT GROUP
Nov 2020 – present
HARBOUR INVESTMENTS, INC.
Aug 2020 – Dec 2020
PLATTEVILLE, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 66
Registration record
First registered · August 18, 2020
Years registered · 5
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

Speak with Kaley

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kaley is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PLATTEVILLE?

Browse all registered financial advisors in PLATTEVILLE, Wisconsin or claim this profile if it's yours.

Browse PLATTEVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kaley Ellen Bockhop offer?
Kaley Ellen Bockhop specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLATTEVILLE, Wisconsin for a consultation.
What are Kaley Ellen Bockhop's credentials?
Kaley Ellen Bockhop is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kaley Ellen Bockhop located?
Kaley Ellen Bockhop 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 Kaley Ellen Bockhop charge for services?
Kaley Ellen Bockhop'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at RMG WEALTH MANAGEMENT, LLC

Jacob Edward Rosemeyer
PLATTEVILLE, WI
Payton Paul Simon
PLATTEVILLE, WI
Regan Marie Shipp
PLATTEVILLE, WI
Andrew Thomas Tranel
PLATTEVILLE, WI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (252)MADISON (129)GREEN BAY (65)WAUKESHA (56)APPLETON (53)BROOKFIELD (51)MEQUON (32)MIDDLETON (25)NEENAH (23)WAUSAU (21)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideWAUKESHA GuideAPPLETON Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Request removal of this profile