Retirement Income Strategies, LLC

Retirement Income Strategies, LLC (CRD# 318052) is a financial advisory firm headquartered in Evansville, WI. They manage $117,170,800 in 848 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
7 East Main Street, Suite 6, Evansville, WI 53536
https://www.ri-strategies.com
By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    848
    ACCOUNTS
  • Average Account Value
    $138,173
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, WI, WV

Financial Advisors at Retirement Income Strategies, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kristian Finfrock, financial advisor Evansville WI
Kristian L. Finfrock
CRD#: 5421676
7 East Main Street, Suite 6, Evansville, WI 53536

Kristian Finfrock (CRD# 5421676) is an Investment Advisor Representative working at Retirement Income Strategies, LLC in Evansville, WI and has over 16 years of experience in the finance industry.

2
Marc Rhode, financial advisor Evansville WI
Marc W. Rhode
CRD#: 7321585
7 East Main Street, Suite 6, Evansville, WI 53536

Marc Rhode (CRD# 7321585) is an Investment Advisor Representative working at Retirement Income Strategies, LLC in Evansville, WI and has over 3 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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