Carter M Klaas
Investment adviser representative at Rosemeyer Management Group
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Rosemeyer Management GroupAug 2021 to now
- Cri SecuritiesMay 2020 to Aug 2021
- Minnesota Life Insurance CompanyMay 2020 to Aug 2021
- North Star Resource GroupMay 2020 to Aug 2021
- Securian Financial ServicesMay 2020 to Aug 2021
- Uw Credit UnionSep 2019 to Aug 2021
- Rsm Wealth Managment LLCMay 2019 to Sep 2019
- Maple Bluff Country ClubMay 2018 to Sep 2018
- Maple Bluff Country ClubMay 2017 to Sep 2017
- University of Wisconsin-madisonSep 2016 to May 2020
- Alpha Chi OmegaSep 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 7253814
- Firm CRD
- 310363