Retirement Income Solutions, Inc.
Retirement Income Solutions, Inc. (CRD# 110145) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $1,532,140,447 in 1,153 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management1,532MILLION
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Total Number of Accounts1,153ACCOUNTS
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Average Account Value$1,328,830
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, MA, MI, NC, NY, OH, PA, TX
John Goff (CRD# 2483016) 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. 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.
Harrison Kephart (CRD# 2271846) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 25 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.
Pamela Loduca-Massa (CRD# 1498574) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 12 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.
Jody Winkler (CRD# 4981475) 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. 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.
Karen Chapell (CRD# 2287437) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 25 years of experience in the finance industry.
Brock Hastie (CRD# 5013896) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 12 years of experience in the finance industry.
Kenneth Hastie (CRD# 1131518) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 26 years of experience in the finance industry.
Margaret Kephart (CRD# 2014977) 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.
Aaron Tanner (CRD# 3050979) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 18 years of experience in the finance industry.
Joseph Kettinger (CRD# 5922046) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 5 years of experience in the finance industry.