Chief Executive Officer · Rosemeyer Management Group
Jacob E. Rosemeyer
CRD 6821451 · Named on Form ADV at one SEC-registered adviser
At a glance
Rosemeyer Management Group, an SEC-registered wealth manager based in Platteville, WI with $914 million in regulatory assets, lists Jacob E. Rosemeyer on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Rosemeyer Management GroupChief Executive OfficerWealth manager · Platteville, WI · $914M in regulatory assets
AtlasMembers
Jacob’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Andrew T. TranelChief Compliance Officer, Rosemeyer Management Group
- Payton P. SimonChief Investment Officer, Rosemeyer Management Group
- Regan M. ShippChief Operatiing Officer, Rosemeyer Management Group
- Kaley E. BockhopChief Financial Officer, Rosemeyer Management Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jacob’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.