Teagan Parker
Rosemeyer Management Group · Great Falls, Montana
Teagan Parker is a fee-only financial advisor at Rosemeyer Management Group in Great Falls, Montana. Teagan 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 | Great Falls, Montana |
| 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 MT · CRD 8262777 |
| Exams passed | Series 65 (2026) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.rosemeyermg.com |
How Teagan'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 Teagan
Is Teagan Parker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Teagan 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 Teagan charge for financial advice?
Teagan's firm, Rosemeyer Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Teagan Parker based?
Teagan Parker is based in Great Falls, Montana.
What does Teagan specialize in?
Teagan's specialties include retirement planning, tax planning and estate & legacy planning. Teagan works with retirees and pre-retirees.
Is Teagan Parker registered with the SEC?
Yes. Teagan Parker is registered as an investment adviser representative in MT (CRD 8262777), 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 Teagan Parker?
Through Teagan'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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