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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. Regan Weidner

Regan Weidner

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Regan Weidner
Research Analyst

Regan is a research analyst with Rosemeyer Management Group. She is responsible for a variety of tasks from administrative work to client meeting preparation. In addition, she is gaining knowledge on how to create unique comprehensive wealth management strategies for clients through investments, tax planning, retirement planning, and estate planning. Regan is also a full-time student at the University of Wisconsin-Platteville majoring in Accounting and Agribusiness. Following graduation, she looks forward to passing the CPA exam and getting married in February of 2020. 

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Our Team

  • James Rosemeyer
    ​Owner and Chief Executive Officer
  • Andrew Tranel, CFP ®
    ​Owner and Chief Investment Officer
  • Jacob Rosemeyer
    ​Investment Advisor
  • Kaley Bockhop
    CPA/Research Analyst
  • Patti Eggers
    Office Business Admin
  • Payton Simon
    Research Analyst
  • Regan Weidner
    Research Analyst

Offices Located in Platteville & Dubuque

Platteville

662 Hwy 151 E
Platteville, WI
53818 United States

Dubuque

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

  •  Tel: 608-348-2274
  •  info@rosemeyermg.com
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Securities and Advisory Services Offered Through Harbour Investments, Inc.
Member FINRA & SIPC Securities Licensed in CO, FL, IA, IL, MA, MN, MO, NV, TX, WI

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