Retirement & Investment Planning, Inc.
Retirement & Investment Planning, Inc. (CRD# 306082) is a financial advisory firm headquartered in Petoskey, MI. They manage $4,200,000 in 42 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Retirement & Investment Planning, Inc.
By the Numbers
-
Total Assets Under Management4MILLION
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Total Number of Accounts42ACCOUNTS
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Average Account Value$100,000
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Retirement & Investment Planning, Inc.
1
Michelle Shawn (CRD# 5480404) is an Investment Advisor Representative working at Retirement & Investment Planning, Inc. in Petoskey, MI and has over 10 years of experience in the finance industry.
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