Rise Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rise Wealth Advisors works with individuals, families, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities to provide comprehensive financial planning services, including retirement, education, tax, insurance, employee benefits, 401(k) and estate planning. The firm offers both focused advice on particular areas and full financial plans depending on client needs.
The firm’s planning process uses discussion, data gathering and questionnaires to evaluate goals, risk tolerance and current financial circumstances, and it draws on third‑party research such as LPL Financial’s research and Morningstar. Rise Wealth Advisors does not maintain assets under management through its RIA, does not accept discretionary authority or custody, and generally does not provide ongoing reporting after a plan is delivered; investment execution or money management, when requested, is handled separately through the advisors’ broker‑dealer relationships.
Distinctive elements in the brochure include that the firm’s advisors are also registered representatives of a broker‑dealer and are licensed insurance agents, and they may sell securities, insurance products, and commodities or futures and receive associated commissions or trails. The firm is affiliated with LPL Financial and related advisory arrangements, and its model of offering planning on fixed or hourly terms while delegating execution/ongoing management to separate broker‑dealer/adviser relationships — rather than providing in‑house portfolio management or charging percentage‑of‑AUM fees — sets it apart from many peers.
Client services
Expertise
Fee options
One-time financial plan fee of typically $1,000 (negotiable)
Commissions and other compensation from securities sales through LPL Financial; includes mutual fund or money market 12b-1 fees, variable annuity trails, life insurance commissions and trails, commodities and futures commissions
$175 per hour for non-financial plan advice (negotiable)
Fee-only: One-time financial planning fee of approximately $1,000 (negotiable), $175 per hour for advice on matters other than financial plans (negotiable)
Main office
118 W. Michigan
Mt Pleasant MI 48858
Advisors at this office
4
Most active in
Michigan
Also doing business as
Rise Wealth Advisors, Inc. · Total Investment Planners · Total Investment Planners, Inc. · Total Investment Planners, PLLC · Total Investment Planners, Plc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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.
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.
Teresa Z
CFP®, Series 63, Series 65
Mt Pleasant, MI
Rise Wealth Advisors, Inc.
Teresa Zitzelsberger is a CFP® with 34 years of experience in the financial services industry. She works with Rise Wealth Advisors, Inc. and has a long tenure with Total Investment Planners, Inc. and LPL Financial. Outside of her advisory roles, she is a co-owner of a family brewing business. Rise Wealth Advisors serves individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning services tailored to client needs. The firm focuses on financial planning rather than asset management, delegating investment execution to separate broker-dealer relationships.
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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