Karen Chapell (CRD# 2287437) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 31 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 | Aug 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1992 |
| S65 | NASAA Investment Advisors Law Examination | May 2010 |
- MI
- TX
-
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)
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