Carter
Klaas
Rosemeyer Management Group
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About this Advisor
Carter Klaas is a financial advisor working in Platteville, Wisconsin who has 2 years of relevant experience. Klaas is an advisor for Rosemeyer Management Group. Throughout their career, they have worked at Securian Financial Services, Minnesota Life Insurance Company, North Star Resource Group, Cri Securities, University Of Wisconsin-Madison, Uw Credit Union, Rsm Wealth Managment LLC, Alpha Chi Omega, Maple Bluff Country Club, Mcfarland High School and Rosemeyer Management Group. Klaas maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Wisconsin. Rosemeyer Management Group is a firm that has its headquarters in Platteville, WI. The company has offices in four locations and a total of nine people on staff. It manages $338 million in assets under management among its 2,142 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm serves five charities and foundations. Of its 2,142 client accounts, just 12% are associated with high-net-worth investors who have more than $1 million in assets. Rosemeyer Management Group offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fee schedules usually are based on which service is offered. Fees charged by Rosemeyer Management Group can consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rosemeyer Management Group Brokerage Details
$338,070,147
9
2,142
$157,829
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Carter Klaas Work History
Carter has been registered as a financial advisor for 2 years.*
Rosemeyer Management Group
Securian Financial Services
Minnesota Life Insurance Company
North Star Resource Group
Cri Securities
Uw Credit Union
University Of Wisconsin-Madison
Rsm Wealth Managment LLC
Maple Bluff Country Club
Maple Bluff Country Club
University Of Wisconsin-Madison
Alpha Chi Omega
Maple Bluff Country Club
Maple Bluff Country Club
Maple Bluff Country Club
Mcfarland High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carter Klaas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rosemeyer Management Group
Platteville, WI
Platteville, WI
Platteville, WI
Platteville, WI
Platteville, WI
Platteville, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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