Teresa Zitzelsberger
Teresa Zitzelsberger is a CFP-designated registered investment advisor at Rise Wealth Advisors, INC., based in Mt Pleasant, MI, with 34 years of industry experience. Teresa 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, Mt Pleasant, MI, 48858
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Teresa owns rental real estate, is a co-owner of a family brewpub, and provides financial planning and consulting services through Rise Wealth Advisors, Inc. She also works as a non-variable insurance agent for Guardian Life and Blue Cross Blue Shield, dedicating a few hours per week to these insurance activities.
Employment History
Current Registrations
Rise Wealth Advisors, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Fsc Securities CorporationBroker
American United Life Insurance CompanyBroker
State First Financial, INC.Broker
State Registrations1 state
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.