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Joseph William Schultz

Rosemeyer Management Group

Platteville, WI

CRD 7307011

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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 2022-11-29
WI RA APPROVED 2022-11-16
  • IA RA
    APPROVED
    Since 2022-11-29
  • WI RA
    APPROVED
    Since 2022-11-16

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
Rosemeyer Management Group Platteville WI 10/2020 Present
Shoe Shack Dubuque IA 03/2015 10/2020
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-15
  • S65 Uniform Investment Adviser Law Examination
    2022-11-15

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES

Nearby Investors

TYLER J KENNICKER
MATTHEW MARK CUPLIN
Benjamin Donald Reeves

Nearby Offices

LPL FINANCIAL LLC · PLATTEVILLE, WI
COMMONWEALTH FINANCIAL NETWORK · Platteville, WI
EDWARD JONES · Platteville, WI

More in Platteville, WI

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