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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. Kaley Bockhop

Kaley Bockhop

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Kaley Bockhop, CFP ®, CPA
Investment Advisor
E-mail: 
kaley@rosemeyermg.com

Kaley is an Investment Advisor with Rosemeyer Management Group. In addition to her knowledge in financial planning she has extensive experience in taxes and accounting. This expertise, coupled with RMG’s financial planning platform, helps to put her clients in the position to achieve success in attaining their retirement goals. Kaley was born and raised in southwest Wisconsin and in her free time enjoys working on her family’s farm where they raise nationally- recognized registered Angus show cattle.

 

Experience

  • Investment Advisor Representative for Rosemeyer Management Group
  • Tax and Accounting Manager for Compeer Financial
  • Farm Tax Specialist for Farm Credit Network Certified
  • Senior Tax Associate for RSM

Education

  • Certified Financial Planner® designation
  • Certified Public Accountant (CPA)
  • Series 66 Licensed 
  • Series 7 Licensed 
  • Bachelor of Science – Major – Accounting, UW-Platteville
  • Bachelor of Science – Major – Agricultural Business, UW-Platteville
  • Bachelor of Science – Major – Animal Science, UW-Platteville
  • Bachelor of Science – Minor – Biology, UW-Platteville

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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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