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Comprehensive Wealth Management

designing a plan around you

Comprehensive Wealth Management

designing a plan around you

Comprehensive Wealth Management

designing a plan around you

Comprehensive Wealth Management

designing a plan around you

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  2. Andrew Tranel

Andrew Tranel

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Andrew Tranel, CFP ®
Owner and Chief Investment Officer
E-mail: 
andrew@rosemeyermg.com

Andrew is responsible for the development and management of individual client portfolios.  In addition, his vast experience enables him to offer his clients comprehensive wealth management. His goal is to develop a financial plan that incorporates investments, tax management, retirement planning, and estate planning to provide his clients with a road map to years of financial success and freedom. Andrew lives in rural Kieler, WI with his wife Kimberlee whom he has been married to since 2014. He is a proud parent to their three sons Steven, Elliott, and Weston, and their boxer Bella.

 

Experience:

  • Investment Advisor Representative for Rosemeyer Management Group
  • Former Advisor Representative for Harbour Investments, Inc.
  • Former Investment Advisor Representative for Heacock & Jones

 

Education:

  • Certified Financial Planner™ designation 
  • Series 65 licensed
  • Bachelor of Arts - Finance, Loras College 
  • Bachelor of Arts - Sport Management, Loras College 

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Our Team

  • James Rosemeyer
    ​
    Founder
  • Andrew Tranel, CFP® 
    ​Owner and Chief Investment Officer
  • Jacob Rosemeyer
    ​Owner and Chief Executive Officer
  • Regan Shipp 
    Investment Advisor
  • Kaley Bockhop
    Investment Advisor
  • Payton Simon
    Investment Advisor
  • Patti Eggers
    Office 
    Manager
  • Zoe Gotzinger
    Administrative Assistant
  • Joseph Schultz
    Intern & Research Analyst

Office Locations

Platteville

662 Hwy 151 E
Platteville, WI
53818 United States

Dubuque

2728 Asbury Rd, Suite 160,
Springs Bldg, Dubuque,
IA 52001

Sterling

2002 E. 5th St. Suite C,
Sterling,
IL 61081

  •  Tel: 608-348-2274
  •  info@rosemeyermg.com
  •  

Investment Advisory Services offered through RMG Wealth Management, LLC
Securities Offered through Harbor Investments, Inc licensed in CO, FL, IA, IL, MA, MN, MO, NV, TX and WI

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