Retirement Income Solutions, Inc.

Retirement Income Solutions, Inc. (CRD# 110145) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $1,416,120,446 in 1,144 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,416
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Retirement Income Solutions, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
John B. Goff
CRD#: 2483016
455 E Eisenhower Pkwy, Suite 300, Ann Arbor, MI 48108
96
Wealthminder
score

John Goff (CRD# 2483016) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 22 years of experience in the finance industry. John Goff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Harrison T. Kephart
CRD#: 2271846
455 E. Eisenhower Pkwy, Suite 300, Ann Arbor, MI 48108
96
Wealthminder
score

Harrison Kephart (CRD# 2271846) 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. Harrison Kephart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Pamela A. Loduca-Massa
CRD#: 1498574
455 E Eisenhowe Pkwy, Suite 300, Ann Arbor, MI 48108
96
Wealthminder
score

Pamela Loduca-Massa (CRD# 1498574) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 10 years of experience in the finance industry. Pamela Loduca-Massa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jody L. Winkler
CRD#: 4981475
455 E. Eisenhower Pkwy, Suite 300, Ann Arbor, MI 48108
96
Wealthminder
score

Jody Winkler (CRD# 4981475) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 8 years of experience in the finance industry. Jody Winkler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Karen A. Chapell
CRD#: 2287437
455 East Eisenhower Parkway, Suite 300, Ann Arbor, MI 48108
93
Wealthminder
score

Karen Chapell (CRD# 2287437) 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.

6
Brock E. Hastie
CRD#: 5013896
455 E. Eisenhower Parkway, Suite 300, Ann Arbor, MI 48108
93
Wealthminder
score

Brock Hastie (CRD# 5013896) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 11 years of experience in the finance industry.

7
Kenneth L. Hastie
CRD#: 1131518
455 E. Eisenhower Pkwy, Suite 300, Ann Arbor, MI 48108
93
Wealthminder
score

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.

8
Margaret A. Kephart
CRD#: 2014977
455 East Eisenhower Parkway, Suite 300, Ann Arbor, MI 48108
93
Wealthminder
score

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.

9
Aaron S. Tanner
CRD#: 3050979
455 East Eisenhower Parkway, Suite 300, Ann Arbor, MI 48108
93
Wealthminder
score

Aaron Tanner (CRD# 3050979) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 16 years of experience in the finance industry.

10
Joseph L. Kettinger
CRD#: 5922046
455 E. Eisenhower Pkwy., Ste. 300, Ann Arbor, MI 48108
90
Wealthminder
score

Joseph Kettinger (CRD# 5922046) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 3 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.