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Regan Marie Shipp

RMG WEALTH MANAGEMENT, LLC·PLATTEVILLE, Wisconsin
Unclaimed Profile
1290 E MINERAL ST., PLATTEVILLE, WI 53818CRD# 7006095Firm CRD# 310363
01

About

Regan Marie Shipp is a registered financial advisor based in PLATTEVILLE, Wisconsin, affiliated with RMG WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RMG WEALTH MANAGEMENT, LLC
ROSEMEYER MANAGEMENT GROUP
AUM
$511M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at RMG WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7006095
Firm CRD# 310363
No disclosures on file
View on FINRA BrokerCheck →

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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 in PLATTEVILLE
Jacob Edward Rosemeyer — RMG WEALTH MANAGEMENT, LLCAndrew Thomas Tranel — RMG WEALTH MANAGEMENT, LLCPayton Paul Simon — RMG WEALTH MANAGEMENT, LLCKaley Ellen Bockhop — RMG WEALTH MANAGEMENT, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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