Rise Wealth Advisors, Inc. logo

Rise Wealth Advisors, Inc.

Updated today

Client assets under management

$0

Clients

1

0% high-net worth

Advisors

4

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

0

Very Low

Average account size

$0

Client services

Financial planning

Main office location

Rise Wealth Advisors, Inc.

118 W. Michigan

Mt Pleasant MI 48858, United States

Number of offices

1

Most active in

Michigan

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

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Mark Z

ChFC®, Series 63

Mt Pleasant, MI

Rise Wealth Advisors, Inc.

Mark Zitzelsberger is a financial advisor with LPL Financial based in Mount Pleasant, MI. He holds the ChFC® designation and has 42 years of industry experience. He has been associated with LPL Financial and its predecessor firms since 1999 and has worked at Total Investment Planners, Inc. since 2000. He serves on the Michigan Class D Cross Country Coaches Association board. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

user avatar

Bryce R

Series 66

Mt Pleasant, MI

Rise Wealth Advisors, Inc.

Bryce Roebke is a financial advisor at Rise Wealth Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Total Investment Planners, LPL Financial, The Stow Company, and Ernst & Young LLP. Rise Wealth Advisors, Inc. is an independent investment advisory firm that provides financial planning and consulting services. The firm operates with a team of four advisors.

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Teresa Z

CFP®, Series 63, Series 65

Mt Pleasant, MI

Rise Wealth Advisors, Inc.

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Chad Z

Series 63, Series 65

Mt Pleasant, MI

Rise Wealth Advisors, Inc.

Chad Zitzelsberger is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 credentials and with 18 years of industry experience. He has been associated with Total Investment Planners, Inc. since 2008 and LPL Financial since 2007. Outside of his advisory work, he is a co-owner of a family-run brewery and restaurant. LPL Financial provides advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and credit services.

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