Chad Zitzelsberger
Chad Zitzelsberger is a registered investment advisor at Rise Wealth Advisors, INC., based in Rockford, MI, with 18 years of industry experience. Chad 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
17 N Main St, Rockford, MI, 49341
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2022Other Business ActivitiesSells Insurance
Chad is a registered investment advisor with Total Investment Planners, Inc. and Rise Wealth Advisors, Inc., dedicating nearly full-time hours to the latter. Chad also sells non-variable insurance products through Guardian and operates a family brewery/restaurant, spending minimal time on these activities.
Employment History
Current Registrations
Rise Wealth Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Linsco/private Ledger CORP.Broker
State Registrations32 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.