Regan Marie Shipp
Investment adviser representative at Rosemeyer Management Group
11 yearsExperience
3 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
11 years in the industry.
- Rmg Wealth ManagementOct 2020 to now
- Rosemeyer Management GroupAug 2018 to now
- Goldstar FsMay 2018 to Aug 2018
- Compeer FinancialJan 2018 to Apr 2018
- Goldstar FsMay 2017 to Aug 2017
- Uwp Career CenterMar 2017 to Jan 2018
- Zbest WestSep 2015 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (IA, IL, 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
- 7006095
- Firm CRD
- 310363