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PS

Payton P. Simon

ROSEMEYER MANAGEMENT GROUP
PLATTEVILLE, WI 53818
Some features on this profile are disabled
CRD#: 6947005
PS

Professional summary

Payton Paul Simon is a registered financial advisor currently at ROSEMEYER MANAGEMENT GROUP located in Platteville, Wisconsin.

Payton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Payton has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Payton Paul Simon's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 12, 2020 - Present

ROSEMEYER MANAGEMENT GROUP

Office #1: 1290 E Mineral St., Platteville, WI 53818
RIA
CRD#: 310363
PLATTEVILLE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RM
ROSEMEYER MANAGEMENT GROUP
RMG WEALTH MANAGEMENT | ROSEMEYER MANAGEMENT GROUP, LLC | ROSEMEYER MANAGEMENT GROUP | RMG WEALTH MANAGEMENT, LLC

CRD#: 310363 / SEC#: 801-119774

RIA
Registered Investment Advisory firm - (11/12/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Iowa
(9/18/2023)
IAR
Wisconsin
(11/12/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/7/2019
Uniform Investment Adviser Law Examination

Current Firm

RM
ROSEMEYER MANAGEMENT GROUP
RMG WEALTH MANAGEMENT | ROSEMEYER MANAGEMENT GROUP, LLC | ROSEMEYER MANAGEMENT GROUP | RMG WEALTH MANAGEMENT, LLC

CRD#: 310363 / SEC#: 801-119774

RIA
Registered Investment Advisory firm - (11/12/2020 Approved)
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Contact information

Main Address
1290 E Mineral St., Platteville, WI 53818
Mailing Address
Phone number
(608) 348-2274
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RMG WEALTH MANAGEMENT, LLC ADV PART 2A (11/7/2025)

Regulatory assets under management

Total Number of Accounts3,202
AUM (Assets Under Management)$ 691,857,332

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ROSEMEYER MANAGEMENT GROUP

CRD#: 310363Platteville, WI 53818

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