Madelyn
Rozeboom
Straight Path Wealth Management
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About this Advisor
Madelyn Rozeboom is a financial advisor who works out of Jenison, Michigan with 1 year of relevant experience. Rozeboom is on the advisory team at Straight Path Wealth Management. The advisor has gained experience at Straight Path Tax And Accounting Solutions Inc, Morgan Stanley, Full-Time Student (Calvin University), Full-Time Student and Straight Path Wealth Management. Rozeboom holds a Series 65 license, designating them as an investment advisor representative, and is able to operate in Michigan. Straight Path Wealth Management is a financial advisory company based in Jenison, MI. It manages $203 million in assets across its 1,283 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,283 client accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services usually vary depending on which services are provided. Fees billed by Straight Path Wealth Management most likely include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Straight Path Wealth Management Brokerage Details
$203,172,269
5
1,283
$158,357
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Madelyn Rozeboom Work History
Madelyn has been registered as a financial advisor for 1 years.*
Straight Path Wealth Management
Straight Path Tax And Accounting Solutions Inc
Full-Time Student (Calvin University)
Morgan Stanley
Full-Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Madelyn Rozeboom to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Straight Path Wealth Management
Jenison, MI
Jenison, MI
Jenison, MI
Jenison, MI
Jenison, MI
Jenison, MI
Jenison, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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