Joseph Schultz
Rosemeyer Management Group · Platteville, Wisconsin
Joseph Schultz is a fee-only financial advisor at Rosemeyer Management Group in Platteville, Wisconsin. Joseph 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, WI · CRD 7307011 |
| Exams passed | Series 65 (2022) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.rosemeyermg.com |
How Joseph'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 Joseph
Is Joseph Schultz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?
Joseph's firm, Rosemeyer Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Schultz based?
Joseph Schultz is based in Platteville, Wisconsin.
What does Joseph specialize in?
Joseph's specialties include retirement planning, tax planning and estate & legacy planning. Joseph works with retirees and pre-retirees.
Is Joseph Schultz registered with the SEC?
Yes. Joseph Schultz is registered as an investment adviser representative in IA and WI (CRD 7307011), 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 Joseph Schultz?
Through Joseph'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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