Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
5 years
Location
Lancaster, WI 53813
Edward Jones
Institution
Tyler Dornink is a financial advisor with Edward Jones in Lancaster, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked in educational roles at North Crawford High School and Darlington High School. Outside of his advisory role, he serves as a peer advisor for the FarmHouse Fraternity, supporting academic and organizational growth, and works as a local sports referee. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a range of investment advisory programs and strategies, operates under a fiduciary standard, and supports its clients with a broad network of advisors and affiliated financial services.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Lancaster, WI
170 N. Washington St
Lancaster WI 53813
Advisors at this office
1
Texas · Wisconsin
5 years of industry experience
Edward Jones
2021 - Present • 5 years
St Louis, MO
Darlington High School
2019 - 2021 • 2 years
Darlington, WI
North Crawford High School
2016 - 2019 • 3 years
Soldiers Grove, WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Platteville, WI
Rosemeyer Management Group
John Drefcinski is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. His prior roles include positions at Life Time Financial Services, The Insurance Center, and Northwestern Mutual, as well as experience outside the financial industry. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and other institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to individual client needs and utilizing various analytical methods and strategies.
Series 63, Series 65
Platteville, WI
United Advisors America
Daniel Baxter is a financial advisor with United Advisors America and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Alliance America Corporation and Mutual of Omaha. Outside of his advisory work, he is an insurance agent for Alliance America, focusing on life and health insurance. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with complimentary financial planning. The firm employs a Modern Portfolio Theory-based investment approach, utilizing customized asset allocations and model portfolios with mutual funds, ETFs, and select exchange-traded products.
Series 66
Platteville, WI
Rosemeyer Management Group
Kaley Bockhop is a financial advisor at Rosemeyer Management Group with five years of industry experience. She holds the Series 66 designation and has worked at RMG Wealth Management, Rosemeyer Management Group, Compeer Financial, and Badgerland Financial. Outside of finance, she owns and operates Kaley's Cattle LLC, a livestock business. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to client needs while incorporating fundamental, technical, and cyclical analysis.
Series 65
Platteville, WI
Rosemeyer Management Group
Brooklyn Flanagan is a Series 65-licensed financial advisor at Rosemeyer Management Group with two years of industry experience. Brooklyn’s background includes roles in banking, tax and accounting, and community-related activities such as working with the Badger Mine & Museum and operating a daycare service. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals and plan sponsors. The firm employs a value-oriented, long-term investment approach combined with integrated financial planning and specialized retirement services.
Series 65
Platteville, WI
Rosemeyer Management Group
Jake Miller is a financial advisor at Rosemeyer Management Group in Platteville, WI, holding a Series 65 designation with one year of experience. His background includes service in the USAF National Guard and entrepreneurial work with Craft Spice Blends. Rosemeyer Management Group offers discretionary asset management, financial planning, and retirement plan consulting to a range of clients, using a value-oriented, long-term investment approach combined with strategic asset allocation and periodic rebalancing.
Series 65
Platteville, WI
Rosemeyer Management Group
Dylan Rasmason is a financial advisor at Rosemeyer Management Group with a Series 65 credential and one year of industry experience. His background includes roles at the University of Missouri in both the College of Agriculture, Food & Natural Resources and the Office for Financial Success, as well as positions in banking and retail. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, trusts, and corporate plan sponsors. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation and integrates financial planning with investment services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)