Stephanie Michel Kelm
Investment adviser representative at Rise Advisors, LLC
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$441.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Rise Advisors, LLC.Jul 2020 to now
- Mutual Securities, Inc.Mar 2021 to Mar 2022
- Northlanding Financial Partners, LLCFeb 2013 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Rise Advisors, LLC
$441.2MAssets managed
472Clients
8Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6165565
- Firm CRD
- 309760