Kenneth Hastie, financial advisor Ann Arbor MI
93 score

Kenneth Hastie

CRD Number: 1131518
Current Firm: Retirement Income Solutions, Inc.

Kenneth Hastie (CRD# 1131518) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Income Solutions, Inc. Ann Arbor, MI Oct 1993 - Current 23
Pattern Recognition Management Ann Arbor, MI Sep 1990 - Dec 2009 19
Mutual Service Corporation Ann Arbor, MI Nov 1996 - Sep 2009 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S65 NASAA Investment Advisors Law Examination Mar 1992
Contact Info for Kenneth L. Hastie
Phone Number: 734-769-7727
Registered State(s):
  • CA
  • TX
  • MI
By the Numbers
  • Total Assets Under Management
    1,416
    MILLIONS
  • Total Number of Accounts
    1,144
    ACCOUNTS
  • Average Account Value
    $1,237,868
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, MA, MI, NC, NY, OH, PA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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