Frank Ortiz
Rosemeyer Management Group · Platteville, Wisconsin
Frank Ortiz is a fee-only financial advisor at Rosemeyer Management Group in Platteville, Wisconsin. Frank 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 IA · CRD 8206156 |
| Exams passed | Series 65 (2026) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.rosemeyermg.com |
How Frank'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 Frank
Is Frank Ortiz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Frank 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 Frank charge for financial advice?
Frank's firm, Rosemeyer Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Frank Ortiz based?
Frank Ortiz is based in Platteville, Wisconsin.
What does Frank specialize in?
Frank's specialties include retirement planning, tax planning and estate & legacy planning. Frank works with retirees and pre-retirees.
Is Frank Ortiz registered with the SEC?
Yes. Frank Ortiz is registered as an investment adviser representative in IA (CRD 8206156), 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 Frank Ortiz?
Through Frank'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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