RMG WEALTH MANAGEMENT, LLC

ROSEMEYER MANAGEMENT GROUP

PLATTEVILLE, Wisconsin·5 registered advisors·CRD# 310363

SEC# 801-1197744608-348-2274

01

Firm Overview

AUM

$511M

Regulatory assets under management

Employees

10

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at RMG WEALTH MANAGEMENT, LLC

5 registered advisors

Andrew Thomas Tranel

PLATTEVILLE, Wisconsin

Jacob Edward Rosemeyer

PLATTEVILLE, Wisconsin

Kaley Ellen Bockhop

PLATTEVILLE, Wisconsin

Payton Paul Simon

PLATTEVILLE, Wisconsin

Regan Marie Shipp

PLATTEVILLE, Wisconsin

05

Office Locations

PLATTEVILLE, Wisconsin

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Data sourced from SEC Form ADV filings. RMG WEALTH MANAGEMENT, LLC (CRD# 310363) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.