Teresa Ann Zitzelsberger

Current Employers

Employment History

• 07/1999 → Present
  Lpl Financial Llc
  Mt. Pleasant, MI
• 05/2000 → Present
  Total Investment Planners, Inc.
  Mt. Pleasant, MI

Previous Registrations

• 2010-03-19 → 2026-02-02
  Lpl Financial Llc
  Mount Pleasant, MI

Other Businesses

1. 8/24/06- REAL ESTATE RENTAL- TIP BUILDING, INC.- INV REL- 3 RENTAL UNITS- MT PLEASANT, MI- 1% TIME SPENT 2. 10/3/07- TOTAL INVESTMENT PLANNERS, INC.- DBA for LPL Business (entity for LPL business)- INV REL- MT. PLEASANT, MI. 3. 10/30/07- REGISTERED INVESTMENT ADVISOR- TOTAL INVESTMENT PLANNERS, INC.- INV REL- At Rep Bus Loc(s)- TIME SPENT 10% - MT. PLEASANT, MI. 4. 11/21/07- NON-VARIABLE INSURANCE DBA- TOTAL INVESTMENT PLANNERS, INC.- INV REL- TIME SPENT 100%- MT. PLEASANT, MI. 5. 10/26/09- NON-VARIABLE INSURANCE- GUARDIAN LIFE- INV REL- TIME SPENT 5%- MT. PLEASANT, MI. 6. 10/30/09- NON-VARIABLE INSURANCE- INV REL - 5% OF TIME - MT. PLEASANT, MI. 7. 11/7/12- OTHER-REFERRAL- ISABELLA COMMUNITY CREDIT UNION- INV REL - TIME SPENT 1% - MT. PLEASANT, MI. 8. 6/6/17 - Total Investment Planners, Inc. - Inv Rel- At Reported Business Location(s) - Registered Investment Advisor - Started 11/21/2007 - 5 Hours Per Month During Securities Trading - I provide financial planning and consulting services through Total Investment Planners, Inc, an independent investment advisor firm. I started this business activity in 11/21/2017. I expect to spend approximately 5 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. 9. 2/20/2018 - Total Investment Planners, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 01/01/2018 - 10 Hours Per Month During Securities Trading - I provide financial planning and consulting services through Total Investment Planners, Inc, an independent investment advisor firm. I started this business activity in June 2017. I expect to spend approximately 10 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. 10. 5/2/2018 - Third Nature Brewing - DBA: - Not Investment Related - 7733 Childsdale, Rockford, MI 49341 - Family Business - Co-Owner - Start Date: 05/01/2018 - 0 Hours Per Month - Brewpub. 11. 10/28/2020 - Blue Cross Blue Shield - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 09/01/2020 - 3 Hours Per Month During Securities Trading. 12. 12/3/2024 - Rise Wealth Advisors, Inc. - DBA for LPL Business (entity for LPL business)- Inv Rel- At Rep Bus Loc(s) - Start Date 11/19/24- 50 hrs a mth/ 25 hrs during trading 13. 12/5/2024 - Rise Wealth Advisors, Inc. - Registered Investment Advisor- IAR- Inv Rel- At Rep Bus Loc(s) - Start Date 11/19/24- 50 hrs a mth/ 25 hrs 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-17
• S63 Uniform Securities Agent State Law Examination
  1992-02-27

Designations

Other Names

• Terrie Zitzelsberger
• Teresa Ann Pape