Unclaimed Profile

Amy Kim Holzer

RETIREMENT INCOME SOLUTIONS, INC.·ANN ARBOR, Michigan

SIE, Series 4, Series 7, Series 7TO, Series 24, Series 66, Series 99TOClean record17 years registeredRETIREMENT INCOME SOLUTIONS, INC.

2301 PLATT ROAD, ANN ARBOR, MI 48104CRD# 4862212Firm CRD# 110145

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Kim Holzer · ANN ARBOR, MI

Registration

CRD #4862212 · RETIREMENT INCOME SOLUTIONS, INC. · 17 years registered

Brand Profile

Not yet started

Career History

RETIREMENT INCOME SOLUTIONS, INC.

May 2021 – present

SPC

Feb 2009 – Apr 2021

ANN ARBOR, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 7TO

Series 24

Series 66

Series 99TO

Registration record

First registered · February 9, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RETIREMENT INCOME SOLUTIONS, INC.

CRD 110145 · SEC 801-71319

AUM

$2.4B

Regulatory assets under management

Employees

1,267 client accounts

Services offered by RETIREMENT INCOME SOLUTIONS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RETIREMENT INCOME SOLUTIONS, INC. →

Introduction

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Frequently Asked Questions

What services does Amy Kim Holzer offer?

Amy Kim Holzer specializes in Financial Planning, Investment Management. Contact their office in ANN ARBOR, Michigan for a consultation.

What are Amy Kim Holzer's credentials?

Amy Kim Holzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Kim Holzer located?

Amy Kim Holzer is based in ANN ARBOR, Michigan, working with RETIREMENT INCOME SOLUTIONS, INC.. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.

How does Amy Kim Holzer charge for services?

Amy Kim Holzer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RETIREMENT INCOME SOLUTIONS, INC.?

RETIREMENT INCOME SOLUTIONS, INC. has approximately 23 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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