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Andrew Thomas Tranel

Rosemeyer Management Group

Platteville, WI

CRD 6420432

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Employer firm

Rosemeyer Management Group CRD 310363

$914M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Rosemeyer Management Group

1290 E Mineral St., Platteville, WI 53818 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-09-12
WI RA APPROVED 2020-11-12
  • IA RA
    APPROVED
    Since 2023-09-12
  • WI RA
    APPROVED
    Since 2020-11-12

Branch Locations

1290 E Mineral St., Platteville, WI 53818 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harbour Investments Madison WI 07/2015 Present
Rosemeyer Managent Group Platteville WI 07/2015 Present
Rmg Wealth Management Platteville WI 10/2020 Present
  • 07/2015 → Present
    Harbour Investments
    Madison, WI
  • 07/2015 → Present
    Rosemeyer Managent Group
    Platteville, WI
  • 10/2020 → Present
    Rmg Wealth Management
    Platteville, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-06
  • S65 Uniform Investment Adviser Law Examination
    2012-08-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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