Unclaimed Profile

Amy Kim Holzer

RETIREMENT INCOME SOLUTIONS, INC.·ANN ARBOR, Michigan

Clean recordRETIREMENT 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Amy Kim Holzer is a registered financial advisor based in ANN ARBOR, Michigan, affiliated with RETIREMENT INCOME SOLUTIONS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

RETIREMENT INCOME SOLUTIONS, INC.

AUM

$2.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at RETIREMENT INCOME SOLUTIONS, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4862212

Firm CRD# 110145

View on FINRA BrokerCheck →

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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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