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Regan Marie Shipp

RMG WEALTH MANAGEMENT, LLC·PLATTEVILLE, Wisconsin
Series 65Clean record6 years registeredRMG WEALTH MANAGEMENT, LLC
1290 E MINERAL ST., PLATTEVILLE, WI 53818CRD# 7006095Firm CRD# 310363

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Regan Marie Shipp · PLATTEVILLE, WI
Registration
CRD #7006095 · RMG WEALTH MANAGEMENT, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

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

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 27, 2020
Years registered · 6
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 Regan Marie Shipp offer?
Regan Marie Shipp specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLATTEVILLE, Wisconsin for a consultation.
What are Regan Marie Shipp's credentials?
Regan Marie Shipp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Regan Marie Shipp located?
Regan Marie Shipp 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 Regan Marie Shipp charge for services?
Regan Marie Shipp'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

Jacob Edward Rosemeyer
PLATTEVILLE, WI
Payton Paul Simon
PLATTEVILLE, WI
Andrew Thomas Tranel
PLATTEVILLE, WI
Kaley Ellen Bockhop
PLATTEVILLE, WI

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
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Research
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