Unclaimed Profile

Harrison Todd Kephart

RETIREMENT INCOME SOLUTIONS, INC.·ANN ARBOR, Michigan

Series 6, Series 7, Series 63, Series 65Clean record21 years registeredRETIREMENT INCOME SOLUTIONS, INC.

2301 PLATT ROAD, ANN ARBOR, MI 48104CRD# 2271846Firm CRD# 110145

Profile Verification

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

Identity

Harrison Todd Kephart · ANN ARBOR, MI

Registration

CRD #2271846 · RETIREMENT INCOME SOLUTIONS, INC. · 21 years registered

Brand Profile

Not yet started

Career History

RETIREMENT INCOME SOLUTIONS, INC.

Aug 2009 – present

TIAA-CREF ADVICE AND PLANNING SERVICES

Oct 2005 – Aug 2009

ANN ARBOR, MI

TIAA-CREF ADVICE AND PLANNING SERVICES

Apr 2005 – Oct 2005

ANN ARBOR, MI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · April 8, 2005

Years registered · 21

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 Harrison Todd Kephart offer?

Harrison Todd Kephart specializes in Financial Planning, Investment Management. Contact their office in ANN ARBOR, Michigan for a consultation.

What are Harrison Todd Kephart's credentials?

Harrison Todd Kephart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Harrison Todd Kephart located?

Harrison Todd Kephart 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 Harrison Todd Kephart charge for services?

Harrison Todd Kephart'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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