Osaic Wealth
43yrs
Top advisor by experience in South Lyon
7yrs
Ivan Rose
Financial advisor at Strategic Advisers
Based in South Lyon, Michigan, Ivan Rose is a fiduciary financial advisor with 7 years of industry experience. Ivan joined Strategic Advisers in 2025, after less than a year at Fidelity Personal and Workplace Advisors and a year at Charles Schwab & CO.. Ivan holds the CFP® designation.
One of 23 advisors with offices in South Lyon, and one of 21 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
OfficeSouth Lyon, MI
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowRetiremitten Financial LLCCurrent
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Feb 2025 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- May 2024 – Jan 2025Charles Schwab & CO., Inc.Previously
- 2021 – 2024Edward JonesPreviously
- 2019 – 2021MerrillPreviously
Contact Ivan
(617) 563-7000Firm headquarters in Boston, MA. Ask for Ivan. South Lyon, MIOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ivan
Tailored to Ivan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ivan
How do I contact Ivan?
Call Strategic Advisers at (617) 563-7000 and ask for Ivan Rose. Ivan works from the South Lyon, MI office.
How long has Ivan been a financial advisor?
Ivan has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Ivan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ivan a fiduciary?
Ivan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ivan paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Ivan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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