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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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James Rosemeyer

Photo of team member
James Rosemeyer
Founder
E-mail: 
Jim@rosemeyermg.com

James Rosemeyer - Founder of Rosemeyer Management Group, a Financial Advisory Firm that focuses on Retirement Income Planning.  Jim lives in Platteville, with his wife Lori whom he has been married to since 1979. He has four sons, four daughters-in-law and ten wonderful grandchildren.

 

Experience:

  • 10 Years as a Financial Advisor
  • 25 Years of owning/operating a health care facility
  • 13 home residential development
  • Developer of local 6-plex theater
  • Owner of self-storage facility
  • Owner/manager of 100 acre limestone quarry facility

 

 

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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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