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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. Jacob Rosemeyer

Jacob Rosemeyer

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Jacob Rosemeyer
Owner and Chief Executive Officer
E-mail: 
jacob@rosemeyermg.com

Jacob is an Owner and Chief Executive Officer with Rosemeyer Management Group. He provides integrated planning and investment strategies for growing and preserving clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management, tax planning and retirement planning based on each client’s unique objectives and priorities. Jacob grew up and lives in Platteville, WI with his wife Andrea and two daughters. He enjoys sports and music in his free time and is very involved in his faith at St. Mary's Catholic Church in Platteville.

 

Experience:

  • Investment Advisor Representative for Rosemeyer Management Group
  • Former Investment Advisor Representative for Harbour Investments, Inc. 
  • Research Analyst at Rosemeyer Management Group 
  • Focus Missionary – Fellowship of Catholic University Students 
  • Legislative Aide – Wisconsin State Assembly 

 

Education:

  • Series 7 Securities licensed
  • Series 66 licensed
  • Life Insurance licensed
  • Variable contract licensed
  • Bachelor of Arts – Business Management, Edgewood 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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