Investment adviser representative · Rise Wealth Advisors, Inc.
Teresa A. Zitzelsberger
CRD 2204771 · Mt Pleasant, MI
At a glance
Teresa A. Zitzelsberger is an investment adviser representative with Rise Wealth Advisors, Inc. in Mt Pleasant, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Teresa’s SEC record dates to 2010, about 16 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Rise Wealth Advisors, Inc.Since August 2011Mt Pleasant, MI · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Teresa’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Rise Wealth Advisors, Inc.
- Bryce A. RoebkeMt Pleasant
- Chad P. ZitzelsbergerMt Pleasant
- Mark G. ZitzelsbergerMt Pleasant · Chartered Financial Consultant
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