Joseph Schultz, CFP®

Investment Advisor

Joey is an investment advisor who provides in-depth investment analysis and aids in the development of comprehensive retirement, tax, and estate planning strategies unique to each client. He hopes to become a financial planner in the future to be able to work one-on-one with families and individuals to aid them in achieving their financial dreams. Joey grew up in Dubuque, IA, and enjoys running and hunting in his free time.


  • Investment Advisor for Rosemeyer Management Group
  • Research Analyst for Rosemeyer Management Group
  • Sales Associate - Shoe Shack


  • Certified Financial Planner™ designation (CFP)
  • Series 65 licensed
  • Bachelor of Arts – Major – Finance, Loras College
  • Bachelor of Arts – Major – Sport Management, Loras College

Our Advisory Team