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Karen Ann Chapell

RETIREMENT INCOME SOLUTIONS, INC.·ANN ARBOR, Michigan
Unclaimed Profile
2301 PLATT ROAD, ANN ARBOR, MI 48104CRD# 2287437Firm CRD# 110145
01

About

Karen Ann Chapell 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RETIREMENT INCOME SOLUTIONS, INC.
RETIREMENT INCOME SOLUTIONS, INC.
AUM
$2.4B
Regulatory assets under management
Employees
23
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2287437
Firm CRD# 110145
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideBIRMINGHAM GuideTROY Guide
Research
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