Retirement Income Solutions, Inc.

Retirement Income Solutions, Inc. (CRD# 110145) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $2,421,756,308 in 1,267 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,422
    MILLION
  • Total Number of Accounts
    1,267
    ACCOUNTS
  • Average Account Value
    $1,911,410
Compensation Options
  • A percentage of assets under your management
  • 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
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, VA, 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 31 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 12 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 29 years of experience in the finance industry.

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 15 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 31 years of experience in the finance industry.

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 11 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 16 years of experience in the finance industry.

8
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 24 years of experience in the finance industry.

9
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 18 years of experience in the finance industry.

10
John W. Bailey
CRD#: 7257172
2301 Platt Road, Suite 300, Ann Arbor, MI 48104

John Bailey (CRD# 7257172) 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.

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