Haley Herr
Investment adviser representative at Rosemeyer Management Group
11 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
11 years in the industry.
- Rosemeyer Management GroupFeb 2025 to now
- Marquis LLCMay 2022 to Jan 2025
- BusinessolverJun 2020 to May 2022
- Casey's Part-timeJan 2018 to May 2020
- Unemployed - Full Time StudentFeb 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7455463
- Firm CRD
- 310363