Margaret Kephart, financial advisor Ann Arbor MI
93 score

Margaret Kephart

CRD Number: 2014977
Current Firm: Retirement Income Solutions, Inc.

Margaret Kephart (CRD# 2014977) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Retirement Income Solutions, Inc. Ann Arbor, MI Jun 2012 - Current 4
Tiaa-cref Individual & Institutional Services, LLC Ann Arbor, MI Dec 2008 - Jun 2012 3
Homemaker, Volunteer For Pfes Inc., A Nonprofit Ann Arbor, MI May 2007 - Dec 2008 1
Tiaa-cref Individual & Institutional Services, Inc. Southfield, MI Aug 1989 - May 2007 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1993
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Margaret A. Kephart
Phone Number: 734-769-7727
Registered State(s):
  • 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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