Frank Johann Ortiz
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 GroupJan 2026 to now
- Umb Bank, N.A.Jan 2025 to Jan 2026
- Dubuque Bank and TrustMar 2023 to Oct 2025
- Dutrac Community Credit UnionMay 2022 to Mar 2023
- UnemployedDec 2021 to May 2022
- Jimmy JohnsSep 2021 to Oct 2021
- Pizza HutJul 2021 to Sep 2021
- Harbor FreightJul 2021 to Jul 2021
- Full Time StudentJan 2016 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 8206156
- Firm CRD
- 310363