Unclaimed Profile

Megan Elizabeth Flynn

RETIREMENT INCOME SOLUTIONS, INC.·ANN ARBOR, Michigan

SIE, Series 7, Series 66CFAClean record14 years registeredRETIREMENT INCOME SOLUTIONS, INC.

2301 PLATT ROAD, ANN ARBOR, MI 48104CRD# 5985531Firm CRD# 110145

Profile Verification

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

Identity

Megan Elizabeth Flynn · ANN ARBOR, MI

Registration

CRD #5985531 · RETIREMENT INCOME SOLUTIONS, INC. · 14 years registered

Brand Profile

Not yet started

Career History

RETIREMENT INCOME SOLUTIONS, INC.

Jul 2019 – present

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Feb 2012 – Jun 2019

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 7, 2012

Years registered · 14

Professional designation · CFA

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 Megan Elizabeth Flynn offer?

Megan Elizabeth Flynn specializes in Financial Planning, Investment Management. Contact their office in ANN ARBOR, Michigan for a consultation.

What are Megan Elizabeth Flynn's credentials?

Megan Elizabeth Flynn holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Megan Elizabeth Flynn located?

Megan Elizabeth Flynn 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 Megan Elizabeth Flynn charge for services?

Megan Elizabeth Flynn'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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