Carter Klaas
Rosemeyer Management Group · Platteville, Wisconsin
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Rosemeyer Management Group |
|---|---|
| Based in | Platteville, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $914.0M across 1,170 accounts |
| SEC registration | Investment adviser representative in WI · CRD 7253814 |
| Exams passed | Series 66 (2020) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.rosemeyermg.com |
How Carter's firm compares
- Rosemeyer Management Group's average account is about $781,000, from its Form ADV (assets managed divided by 1,170 accounts).
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Questions about Carter
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Rosemeyer Management Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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