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
Retirement Income Strategies, LLC
By the Numbers
-
Total Assets Under Management117MILLION
-
Total Number of Accounts848ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IL, WI, WV
Financial Advisors at Retirement Income Strategies, LLC
1
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 (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.
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