Ivan Rose
Retiremitten Financial · Clarkston, Michigan
Ivan Rose is a fee-only financial advisor at Retiremitten Financial in Clarkston, Michigan, who holds the CFP credential. Retiremitten Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Retiremitten Financial |
|---|---|
| Based in | Clarkston, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $213.8M across 685 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 6930470 |
| Exams passed | Series 66 (2019) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | retiremitten.com |
How Ivan's firm compares
- Retiremitten Financial's average account is about $312,000, from its Form ADV (assets managed divided by 685 accounts).
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Questions about Ivan
Is Ivan Rose a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ivan holds no broker registration, and Retiremitten Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ivan charge for financial advice?
Ivan's firm, Retiremitten Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ivan Rose based?
Ivan Rose is based in Clarkston, Michigan.
What credentials does Ivan Rose hold?
Ivan Rose holds the CFP credential.
Is Ivan Rose registered with the SEC?
Yes. Ivan Rose is registered as an investment adviser representative in MI and TX (CRD 6930470), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Retiremitten Financial manage?
Retiremitten Financial reports $213.8M across 685 accounts in assets under management.
How do I contact Ivan Rose?
Through Ivan's website, retiremitten.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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