Regan
Shipp
Rosemeyer Management Group
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About this Advisor
Regan Shipp is a financial advisor based in Platteville, Wisconsin, working with Rosemeyer Management Group. Regan has previously held positions at Rosemeyer Management Group, Goldstar Fs, Compeer Financial, Uwp Career Center, Zbest West, Pioneer, Purple Onion, Bc Metro Center, Bureau Valley High School, and Rmg Wealth Management. Regan has passed the Series 65 regulatory exam and is registered to provide services in Illinois, Iowa, and Wisconsin. Currently, Regan 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
Regan Shipp Work History
Rmg Wealth Management
Rosemeyer Management Group
Goldstar Fs
Compeer Financial
Uwp Career Center
Goldstar Fs
Pioneer
Zbest West
Purple Onion
Pioneer
Bc Metro Center
Bureau Valley High School
Disclosures
Please visit the SEC profile of Regan Shipp 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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