Carter
Klaas
Rosemeyer Management Group
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About this Advisor
Carter Klaas is a financial advisor based in Platteville, Wisconsin, working with Rosemeyer Management Group. Carter has previously held positions 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. Carter has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Carter is part of Rosemeyer Management Group, which operates out of Platteville, Wisconsin. The firm has 4 offices and 10 employees. The firm manages assets totaling $511.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Rosemeyer Management Group includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rosemeyer Management Group Brokerage Details
$511,167,151
10
2,728
$187,378
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
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
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 6/19/2024. 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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