Rise Financial Group

Overview

Rise Financial Group is organized as a limited liability company and is owned by an individual. The firm combines insurance brokerage activity with advisory services that include selection of other advisers and pension consulting services. It describes itself as a capital allocator and charges clients on an hourly and other-fee basis. Rise Financial Group does not identify as an active ESG investor and is not classified as a multi-state adviser in the firm’s internal flags. The firm is state-registered in Arizona, Minnesota and North Dakota and lists an affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices