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Payton Paul Simon

Rosemeyer Management Group

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About Payton Paul Simon

Payton Paul Simon is an Investment Advisor Representative at Rosemeyer Management Group in Platteville, WI. Payton has been in the industry since 2018 and holds the Series 65 license. RMG Wealth Management, LLC is a firm that provides financial planning and portfolio management for individuals, businesses, and charitable organizations.

Firm Information

Payton Simon is currently registered with Rosemeyer Management Group. Rosemeyer Management Group is an investment advisor based in Platteville, WI. Founded in 2011, the firm primarily advises high-net-worth individuals, corporations, and charitable organizations, with a focus on financial planning and portfolio management. Rosemeyer Management Group manages over $691 million in assets for its 3,202 clients. The firm offers personalized financial advice and investment management services, and is committed to providing its clients with the highest level of service and expertise.
Rosemeyer Management Group

662 HWY. 151E

PLATTEVILLE, WI 53818

$691.86M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Payton Simon’s Registration & Firm History

WI

11/12/2020 - Present

Rosemeyer Management Group (PLATTEVILLE WI)

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Licenses & Designations

IA

Issued 11/07/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Payton Paul Simon.
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