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).
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Total Assets Under Management2,404MILLION
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Total Number of Accounts1,244ACCOUNTS
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Average Account Value$1,932,334
- 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, DC, FL, GA, IL, MA, MD, MI, MN, NC, NY, OH, OR, PA, TX, WA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.