Evan Leroy (CRD# 5148403) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 16 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 6080268
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Income Solutions, Inc. | Ann Arbor, MI | Mar 2018 - Current | 6 |
| Bank Of Ann Arbor | Ann Arbor, MI | Jun 2015 - Feb 2018 | 2 |
| Old National Bank | Ann Arbor, MI | Feb 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- MI
-
Total Assets Under Management2,422MILLIONS
-
Total Number of Accounts1,267ACCOUNTS
-
Average Account Value$1,911,410
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DC, FL, GA, IL, MA, MD, MI, MN, NC, NY, OH, OR, PA, TX, VA, WA
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