Unclaimed Profile

Karen Ann Chapell

RETIREMENT INCOME SOLUTIONS, INC.·ANN ARBOR, Michigan

Series 7, Series 63, Series 65Clean record16 years registeredRETIREMENT INCOME SOLUTIONS, INC.

2301 PLATT ROAD, ANN ARBOR, MI 48104CRD# 2287437Firm CRD# 110145

Profile Verification

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

Identity

Karen Ann Chapell · ANN ARBOR, MI

Registration

CRD #2287437 · RETIREMENT INCOME SOLUTIONS, INC. · 16 years registered

Brand Profile

Not yet started

Career History

RETIREMENT INCOME SOLUTIONS, INC.

Jul 2010 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 23, 2010

Years registered · 16

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 Karen Ann Chapell offer?

Karen Ann Chapell specializes in Financial Planning, Investment Management. Contact their office in ANN ARBOR, Michigan for a consultation.

What are Karen Ann Chapell's credentials?

Karen Ann Chapell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karen Ann Chapell located?

Karen Ann Chapell 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 Karen Ann Chapell charge for services?

Karen Ann Chapell'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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