Bryce Roebke is a registered investment advisor at Rise Wealth Advisors, INC., based in Rockford, MI, with 4 years of industry experience. Bryce 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
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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 Activities
Bryce operates his LPL business through Total Investment Planners, Inc. since 2021. He also provides financial planning and consulting services through Rise Wealth Advisors, Inc., dedicating full-time hours to this activity.
Employment History
Current Registrations
Rise Wealth Advisors, INC.
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
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.