Madelyn Kay Rozeboom
Investment adviser representative at Straight Path Wealth Management
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$472.5MFirm 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 assetsHourly
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.
- Straight Path Wealth ManagementMay 2022 to now
- Straight Path Tax and Accounting Solutions IncMay 2021 to May 2022
- Full-time Student (calvin University)Apr 2020 to Apr 2021
- Morgan StanleySep 2019 to Mar 2020
- Full-time StudentMay 2012 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Straight Path Wealth Management
Legal name: Financial Arcitects, Inc
$472.5MAssets managed
902Clients
10Advisers
5 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
- 7168775
- Firm CRD
- 148897