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
616 Petoskey St., Suite 208, Petoskey, MI 49770
http://www.riplanninginc.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Retirement & Investment Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michelle Shawn, financial advisor Petoskey MI
Michelle A. Shawn
CRD#: 5480404
616 Petoskey St., Suite 208, Petoskey, MI 49770

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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