Bryce Andrew Roebke

Current Employers

Employment History

• 08/2021 → Present
  Lpl Financial, Llc
  Rockford, MI
• 10/2021 → Present
  Total Investment Planners
  Mt Pleasant, MI
• 06/2021 → 09/2021
  Unemployed
  Rockford, MI
• 09/2017 → 05/2021
  The Stow Company
  Holland, MI
• 01/2010 → 09/2017
  Ernst & Young Llp
  Grand Rapids, MI

Other Businesses

1. 12/01/2021 - TOTAL INVESTMENT PLANNERS, INC./ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ ROCKFORD, MI 2. 11/20/2024 - Rise Wealth Advisors, Inc. - Registered Investment Advisor - IAR - investment Related - At Reported Business Location(s) - Start Date 11/18/2024 - 160 Hours Per Month/ During Trading - I provide financial planning and consulting services through Rise Wealth Advisors, Inc., an independent investment advisor firm. I started this business activity in 11/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 3. 12/03/2024 - Rise Wealth Advisors, Inc. - DBA for LPL Business (entity for LPL business) - investment Related - At Reported Business Location(s) - Start Date 11/11/2024 - 160 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2022-03-30