Rise Retirement, LLC

Rise Retirement, LLC (CRD# 299026) is a financial advisory firm headquartered in Lees Summit, MO. They manage $39,689,143 in 260 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
710 Se Third Street, Lees Summit, MO 64063
https://www.linkedin.com/in/sara-stiles-msfp-81b3b71a)
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $152,651
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Rise Retirement, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Grant Stiles, financial advisor Lees Summit MO
Grant T. Stiles
CRD#: 5370860
710 Se Third Street, Lees Summit, MO 64063

Grant Stiles (CRD# 5370860) is an Investment Advisor Representative working at Rise Retirement, LLC in Lees Summit, MO and has over 16 years of experience in the finance industry.

2
Sara Stiles, financial advisor Lees Summit MO
Sara D. Stiles
CRD#: 5289834
710 Se Third Street, Lees Summit, MO 64063

Sara Stiles (CRD# 5289834) is an Investment Advisor Representative working at Rise Retirement, LLC in Lees Summit, MO and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals