RETIREMENT INCOME SOLUTIONS, INC.

ANN ARBOR, Michigan·9 registered advisors·CRD# 110145
SEC# 801-713190734-769-7727
01

Firm Overview

AUM
$2.4B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RETIREMENT INCOME SOLUTIONS, INC.

9 registered advisors
Amy Kim Holzer
ANN ARBOR, Michigan
Brock Elliot Hastie
ANN ARBOR, Michigan
Evan Christopher Leroy
ANN ARBOR, Michigan
Harrison Todd Kephart
ANN ARBOR, Michigan
John Burton Goff
ANN ARBOR, Michigan
CFP
Karen Ann Chapell
ANN ARBOR, Michigan
Kenneth Larry Hastie
ANN ARBOR, Michigan
Megan Elizabeth Flynn
ANN ARBOR, Michigan
CFA
Robert Griffith Mcdonald
ANN ARBOR, Michigan
05

Office Locations

ANN ARBOR, Michigan
9 advisors

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Data sourced from SEC Form ADV filings. RETIREMENT INCOME SOLUTIONS, INC. (CRD# 110145) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.