Retirement Income Solutions, Inc.

Retirement Income Solutions, Inc. (CRD# 110145) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $2,403,823,289 in 1,244 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,404
    MILLION
  • Total Number of Accounts
    1,244
    ACCOUNTS
  • Average Account Value
    $1,932,334
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, DC, FL, GA, IL, MA, MD, MI, MN, NC, NY, OH, OR, PA, TX, WA

Financial Advisors at Retirement Income Solutions, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Karen A. Chapell
CRD#: 2287437
2301 Platt Road, Suite 300, Ann Arbor, MI 48104

Karen Chapell (CRD# 2287437) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 29 years of experience in the finance industry.

2
Megan E. Flynn
CRD#: 5985531
2301 Platt Road, Suite 300, Ann Arbor, MI 48104

Megan Flynn (CRD# 5985531) 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.

3
John B. Goff
CRD#: 2483016
2301 Platt Road, Suite 300, Ann Arbor, MI 48104

John Goff (CRD# 2483016) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 28 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.

4
Amy K. Holzer
CRD#: 4862212
2301 Platt Road, Suite 300, Ann Arbor, MI 48104

Amy Holzer (CRD# 4862212) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 13 years of experience in the finance industry.

5
Harrison T. Kephart
CRD#: 2271846
2301 Platt Road, Suite 300, Ann Arbor, MI 48104

Harrison Kephart (CRD# 2271846) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 29 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.

6
Joseph L. Kettinger
CRD#: 5922046
2301 Platt Road, Ste. 300, Ann Arbor, MI 48104

Joseph Kettinger (CRD# 5922046) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 9 years of experience in the finance industry.

7
Evan C. Leroy
CRD#: 5148403
2301 Platt Road, Suite 300, Ann Arbor, MI 48104

Evan Leroy (CRD# 5148403) is an Investment Advisor Representative working at Retirement Income Solutions, Inc. in Ann Arbor, MI and has over 14 years of experience in the finance industry.

8
Pamela A. Loduca-Massa
CRD#: 1498574
2301 Platt Road, Suite 300, Ann Arbor, MI 48104

Pamela Loduca-Massa (CRD# 1498574) 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. 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.

9
Aaron S. Tanner
CRD#: 3050979
2301 Platt Road, Suite 300, Ann Arbor, MI 48104

Aaron Tanner (CRD# 3050979) 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.

10
Brock E. Hastie
CRD#: 5013896
2301 Platt Road, Suite 300, Ann Arbor, MI 48104

Brock Hastie (CRD# 5013896) 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.

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