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Detailed Report
JOSEPH WILLIAM SCHULTZ
CRD#: 7307011
IA
Investment Adviser
ROSEMEYER MANAGEMENT GROUPCRD#: 310363 1290 E MINERAL ST.
PLATTEVILLE, WI 53818
Registration History
2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IAROSEMEYER MANAGEMENT GROUP (CRD# 310363)2022 - Present (2 years)
License(s)

State Registrations

IA
Iowa 11/29/2022
IA
Wisconsin 11/16/2022
Current Registration(s)
IA
ROSEMEYER MANAGEMENT GROUP (CRD#:310363)
1290 E MINERAL ST., PLATTEVILLE, WI 53818
Registered with this firm since 11/16/2022
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.