Mark Zitzelsberger
Mark Zitzelsberger is a ChFC-designated registered investment advisor at Rise Wealth Advisors, INC., based in Mount Pleasant, MI, with 42 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial plan - $375, depending on complexity
- Advice on other matters - $175/hour
Location
118 W Michigan St, Mount Pleasant, MI, 48858
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2022Customer Dispute
May 1995Other Business ActivitiesSells Insurance
Mark sells non-variable insurance, including health, disability, long-term care, fixed annuities, and fixed life products. He also provides financial planning and consulting services through Rise Wealth Advisors, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Rise Wealth Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fsc Securities CorporationBroker
State First Financial, INC.Broker
Centennial Financial Services, INC.Broker
American Capital Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.