Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Regan? Claim Your ProfileRegan Marie Shipp is an investment advisor representative at Rosemeyer Management Group, a firm located in Platteville, Wisconsin. Regan has been with Rosemeyer Management Group since August 2018. Regan holds a Series 65 license. Regan has been in the industry since 2011 and has worked in various roles, including at Goldstar FS, Compeer Financial, and UWP Career Center. Regan also provides independent insurance services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
11/12/2020 - Present
Rosemeyer Management Group (PLATTEVILLE WI)
IA
Issued 09/20/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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