Rise Wealth Advisors, Inc.
State-registered
Insurance-Affiliated
CRD 123152
· Mt Pleasant, MI
· WWW.TOTALINVESTMENTPLANNERS.COM
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ADV data as of Nov 11, 2024
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 7
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chad P Zitzelsberger | Registered representative | Aug 2011 (15y) | ||
| Mark Gilbert Zitzelsberger | Registered representative | Chartered Financial Consultant | Aug 2011 (15y) | |
| Teresa Ann Zitzelsberger | Registered representative | CFP | Aug 2011 (15y) | |
| Bryce Andrew Roebke | Registered representative | Sep 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 11/11/2024 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Nov 11, 2024.
View current Form ADV (SEC/IAPD) ↗