William Arthur Stephenson
Investment adviser representative at Rise Private Wealth Management
14 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
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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
Experience
14 years in the industry.
- Rise Private Wealth ManagementSep 2026 to now
- Ameriprise Financial Services, IncJan 2019 to Sep 2026
- Northwestern Mutual Investment Services LLCJun 2018 to Dec 2018
- Northwestern Mutual Life Insurance CompanyMay 2017 to Dec 2018
- Central Michigan UniversityAug 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
Rise Private Wealth Management
Legal name: Rpwm Partners, LLC
$0Assets managed
0Clients
57Advisers
Under 1 yearIn 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
- 6647378
- Firm CRD
- 343846