Teresa A. Zitzelsberger
Professional summary
Teresa Ann Zitzelsberger, CFP®, who also goes by Teresa Ann Pape, Terrie Zitzelsberger, is a registered financial advisor currently at RISE WEALTH ADVISORS, INC. located in Mt Pleasant, Michigan.
Teresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Teresa has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Teresa Ann Zitzelsberger's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1993
Experience
August 9, 2011 - Present
RISE WEALTH ADVISORS, INC.
Office #1: 118 W. Michigan, Mt Pleasant, MI 48858March 19, 2010 - February 2, 2026
LPL FINANCIAL LLC
July 21, 1999 - February 2, 2026
LPL FINANCIAL LLC
November 1, 1996 - July 21, 1999
FSC SECURITIES CORPORATION
March 17, 1995 - November 24, 1995
AMERICAN UNITED LIFE INSURANCE COMPANY
February 28, 1992 - November 1, 1996
STATE FIRST FINANCIAL, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/9/2011)
Exams
Current Firm
RISE WEALTH ADVISORS, INC.
CRD#: 123152 / SEC#:
Contact information
Red Flags
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