What departments does Rose Street Advisors have?

Rose Street Advisors has employees across 4 departments including Operations, Human Resources, Consultant, Finance.

What is the largest department at Rose Street Advisors?

The largest department at Rose Street Advisors is Human Resources with 3 employees.

Where are Rose Street Advisors employees located globally?

Rose Street Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Rose Street Advisors's team size changed over time?

Rose Street Advisors's team has decreased from approximately 5 to 4 employees based on available data.

Rose Street Advisors Employee Directory

Financial ServicesMichigan, United States11-50 Employees

At Rose Street Advisors, our team of experts is dedicated to helping people plan for and maintain a bright financial future. We work hand-in-hand with our clients - business owners, affluent families and high-income professionals - to reach their holistic financial goals all under one roof.  

For more than 70 years, our firm has been dedicated to putting people before products. Through our comprehensive approach to wealth management, we provide employee benefits, life insurance, investment management and retirement plans that work together to ensure our clients are well-taken care of both today and for generations to come. 

As the only West Michigan member of the M Financial Group, we’re proud to offer our clients exclusive products, lower pricing and increased service as a result of this prestigious membership. 

---

Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Rose Street Advisors, LLC is independently owned and operated.

Find Rose Street Advisors employees' phone numbers or email addresses

Rose Street Advisors Global Highlights

North America
15

United States Of America
15

Rose Street Advisors's Leadership

E. D.
Chief Executive Officer
Mobile Phone
Email
A. F.
Principal - Chief Operating Officer
Mobile Phone
Email
D. L.
Employee Benefits Relationship Manager (50-99 Size Groups)
Mobile Phone
Email
K. M.
Principal
Mobile Phone
Email
K. M.
Principal
Mobile Phone
Email
N. F.
Human Resources Consultant
Mobile Phone
Email
A. O.
Employee Benefits Specialist
Mobile Phone
Email
J. I.
Investment Specialist
Mobile Phone
Email

Rose Street Advisors Employee Metrics

100%

50%

0%

2026

2025

Human Resources
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Rose Street Advisors

Name

Title

Contact Info

Location

Last Update

A. F.
Principal - Chief Operating Officer
Mobile Phone
Email
UNITED STATES
May 05, 2024
E. D.
Chief Executive Officer
Mobile Phone
Email
Oct 22, 2024
D. L.
Employee Benefits Relationship Manager (50-99 Size Groups)
Mobile Phone
Email
United StatesMichigan
Oct 16, 2024
K. M.
Principal
Mobile Phone
Email
United StatesMassachusetts
Apr 25, 2025
K. M.
Principal
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
N. F.
Human Resources Consultant
Mobile Phone
Email
United StatesMichigan
May 23, 2024
A. O.
Employee Benefits Specialist
Mobile Phone
Email
United StatesMichigan
Oct 22, 2024
J. I.
Investment Specialist
Mobile Phone
Email
Oct 22, 2024
L. R.
Employee Benefits Client Specialist
Mobile Phone
Email
UNITED STATES
Sep 06, 2024

Frequently Asked Questions

What is Rose Street Advisors known for?

Rose Street Advisors was founded in 1940 operates in the Financial Services industry. The company's main headquarters is located in 244 North Rose Street Kalamazoo, Michigan 49007 United States; you can contact the main corporate office by phone at

+1-800-233-****

. Explore Rose Street Advisors's company overview page for more information.

What is Rose Street Advisors's most common email format?

Rose Street Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Rose Street Advisors email formats with LeadIQ.

How many employees does Rose Street Advisors have currently?

Rose Street Advisors has approximately 33 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Rose Street Advisors's key employees and leadership?

As of December 2025, Rose Street Advisors's key employees include:

Chief Executive Officer: E. D.
Principal - Chief Operating Officer: A. F.
Employee Benefits Relationship Manager (50-99 Size Groups): D. L.
Principal: K. M.
Principal: K. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking