Clare Anne Manning
Investment adviser representative at Rosemeyer Management Group
12 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
12 years in the industry.
- Rosemeyer Management GroupJan 2024 to now
- Community First BankMay 2020 to Jan 2024
- Full Time StudentNov 2014 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8189908
- Firm CRD
- 310363