This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

RISE FINANCIAL PARTNERS

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S65

First exam

Oct 5, 2018

First registration

Dec 5, 2018

Dual registered

no

IAPD individual key

5056495

• Occurred

  Jun 14, 2023
  Advisor changed firm

  Jeffrey William Speers left Wr Wealth Planners Llc for Rise Financial Partners (registered 2023-06-19)

  Form ADVobserved 5 days ago
• Occurred

  May 22, 2023
  Advisor changed firm

  Jeffrey William Speers left Wealth Planning And Design Llc for Wr Wealth Planners Llc (registered 2023-04-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bf93e5a7-c2b8-b64c-8f52-9a6b2ad7525d

First observed

Dec 5, 2018

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.