Ivan Rose has been an investment adviser representative at RetireMitten Financial since September 2026, and is not listed among the firm’s executive officers or direct owners. Ivan Rose holds a B.S. in Finance from Oakland University and an Executive MBA from Michigan State University.
Retiremitten Financial LLC is a Clarkston, MI firm with $214M under management, 217 clients and 4 advisers across 2 offices, as of its September 2026 filing.
Ivan Rose is a financial advisor at RetireMitten Financial with more than eight years of experience helping individuals and families plan for retirement. Before joining RetireMitten, he held roles at Fidelity, Charles Schwab, Edward Jones, and Merrill Lynch. He also served for six years in U.S. Air Force Special Operations as a Combat Controller.
Ivan Rose’s longest registration was 2 years at Edward Jones (2021–2024). Before joining RetireMitten Financial in 2026, Ivan Rose was registered through Strategic Advisers LLC and Fidelity Personal and Workplace Advisors.
- Retiremitten Financial LLCCurrent– present · under a yearSouth Lyon, MI · Adviser representative · Firm CRD 300779
- Strategic Advisers LLC– · 1 yearAnn Arbor, MI · Adviser representative · Firm CRD 104555
- Fidelity Personal and Workplace Advisors– · under a yearAnn Arbor, MI · Adviser representative · Firm CRD 288590
- Charles Schwab & Co., Inc.– · under a yearBirmingham, MI · Adviser representative · Firm CRD 5393
- Edward Jones– · 2 yearsRochester, MI · Adviser representative · Firm CRD 250
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsTroy, MI · Adviser representative · Firm CRD 7691
Professional designations
Listed by RetireMitten Financial
- CFP®
Investment adviser representative registrations
Ivan Rose is registered as an investment adviser representative in 2 states. Each was approved in September 2026.
- MichiganSince 29 September 2026
- TexasSince 29 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 July 2019 |
| Series 7TO | General Securities Representative Examination | 31 May 2019 |
| SIE | Securities Industry Essentials Examination | 28 February 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 6930470
- Firm
- RetireMitten Financial · CRD 300779
- Office
- South Lyon, MI
- Registration
- Investment adviser registration
- In the industry since
- June 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- retiremitten.com
Where does Ivan Rose work?
Ivan Rose is an investment adviser representative registered through Retiremitten Financial LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Ivan Rose a financial advisor?
Yes. Ivan Rose has a current investment-adviser registration in Michigan and Texas, through RetireMitten Financial since September 2026.
How many years of experience does Ivan Rose have?
Ivan Rose has 7 years in the financial industry, since June 2019, across 6 adviser firms.
What exams has Ivan Rose passed?
Ivan Rose has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in February 2019.
Where did Ivan Rose work before RetireMitten Financial?
Before RetireMitten Financial, Ivan Rose was registered through Fidelity Personal and Workplace Advisors, February 2025 to March 2025; Charles Schwab & Co., Inc., May 2024 to January 2025; Edward Jones, November 2021 to May 2024; Merrill Lynch, Pierce, Fenner & Smith Incorporated, July 2019 to November 2021.
Where is Ivan Rose based?
Ivan Rose’s registered office is in South Lyon, MI.
Is Ivan Rose registered with FINRA?
No. Ivan Rose has no current broker registration.
Is Ivan Rose a CFP?
RetireMitten Financial lists Ivan Rose with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Ivan Rose’s record?
Search CRD 6930470 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ivan Rose’s full registration record.