Payton Paul Simon
Investment adviser representative at Rosemeyer Management Group
22 yearsExperience
2 statesRegistered in
$914MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Rmg Wealth Management, LLCOct 2020 to now
- Rosemeyer Management GroupMay 2018 to now
- Full-time EducationSep 2004 to now
- University of Wisconsin - Madison Athletic DepartmentNov 2017 to May 2018
- Benvenuto's Italian Grill/parkway GrillMay 2017 to Jan 2018
- Grab-a-cone Ice Cream ShoppeMay 2014 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (IA, WI).
Rosemeyer Management Group
Legal name: Rmg Wealth Management, LLC
$914MAssets managed
1,166Clients
15Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6947005
- Firm CRD
- 310363