# Carter Klaas

> Carter Klaas is a fee-only financial advisor at Rosemeyer Management Group in Platteville, Wisconsin. Carter focuses on retirement planning, tax planning and estate & legacy planning. Rosemeyer Management Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/carter-klaas/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Rosemeyer Management Group
- **Based in:** Platteville, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $914.0M across 1,170 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7253814 (https://adviserinfo.sec.gov/individual/summary/7253814)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 66 (2020)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** http://www.rosemeyermg.com

## Frequently asked questions

### Is Carter Klaas a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carter holds no broker registration, and Rosemeyer Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carter charge for financial advice?

Carter's firm, Rosemeyer Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Carter Klaas based?

Carter Klaas is based in Platteville, Wisconsin.

### What does Carter specialize in?

Carter's specialties include retirement planning, tax planning and estate & legacy planning. Carter works with retirees and pre-retirees.

### Is Carter Klaas registered with the SEC?

Yes. Carter Klaas is registered as an investment adviser representative in WI (CRD 7253814), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rosemeyer Management Group manage?

Rosemeyer Management Group reports $914.0M across 1,170 accounts in assets under management.

### How do I contact Carter Klaas?

Through Carter's website, www.rosemeyermg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7253814): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://rosemeyermg.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.