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®-certified financial advisor with 34 years of industry experience. She is affiliated with Rise Wealth Advisors, Inc. in Mt Pleasant, MI, and has worked with Total Investment Planners, Inc. and LPL Financial since 1999. Outside of her advisory work, she is a co-owner of Third Nature Brewing, a family-owned brewpub in Rockford, MI. Rise Wealth Advisors provides comprehensive financial planning services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers both targeted advice and full financial plans, relying on third-party research and delegating investment execution and ongoing management 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.
