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1290 E Mineral St., Platteville, WI 53818 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-08-12 |
Branch Locations
Great Falls, MT • United States
1290 E Mineral St., Platteville, WI 53818 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rosemeyer Management Group | Plateville | WI | 01/2026 | Present |
| Benefis Health System | Great Falls | MT | 12/2024 | 12/2025 |
| Logan Health | Kalispell | MT | 06/2021 | 12/2024 |
| Aurora St. Luke's Medical Center | Milwaukee | WI | 07/2020 | 06/2021 |
| Orange Theory Fitness | Madison | WI | 01/2019 | 07/2020 |
| The Landing 1841 | Burlington | WI | 05/2018 | 06/2021 |
| Waterford Senior Living | Waterford | WI | 06/2015 | 09/2017 |
| Uw-Milwaukee Campus Library | Milwaukee | WI | 09/2017 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-10 |
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