Retirement Income Solutions Inc
Legal Name: RETIREMENT INCOME SOLUTIONS, INC.
Full Contact Details
Retirement Income Solutions Inc
2301 PLATT ROAD, SUITE 300, ANN ARBOR, MI
734-769-7727
734-662-6680
Other Info
Retirement Income Solutions, legally referred to as RETIREMENT INCOME SOLUTIONS, INC. is a Michigan-based corporation with 17 employees, 14 of whom are advisory staff. Although the number of clients served by the firm is undisclosed, it maintains an SEC status of Approved since April 2010.
Financial Advisors | Retirement Income Solutions in Ann Arbor
As independent, fee-only financial advisors, we’re the Ann Arbor area’s top choice for retirement planning and wealth management. Click to read more.
Direct Owners
-
BROCK ELLIOT HASTIE
MANAGING PARTNER owns more than 50% but less than 75%
-
HARRISON TODD KEPHART
MANAGING PARTNER owns more than 25% but less than 50%
-
JOHN BURTON GOFF
MANAGING PARTNER & CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
-
KAREN ANN CHAPELL
MANAGING PARTNER owns more than 5% but less than 10%
-
RUSSELL ALAN HOLZNAGLE
CHIEF OPERATIONS OFFICER owns less than 5%
Firms Located Nearby
- Renaissance Venture Capital Management Inc
- Speyside Fund Advisers LLC
- Vintage Financial Services LLC
- Exchange Capital Management Inc
- Pollock Investment Advisors LLC
- Arbor Trust Wealth Advisors LLC
- Arbor Asset Management LLC
- CSAT Investment Advisory LP
- Sigma Planning Corporation
- SAGE Hill Capital LLC
Top Holdings
- SPDR S&P 500 ETF TR TR UNIT $55,631,000k
- SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP $21,998,000k
- ISHARES TR RUS 1000 GRW ETF $21,271,000k
- ISHARES TR CORE S&P MCP ETF $12,233,000k
- ISHARES TR CORE S&P500 ETF $11,601,000k
- RYDEX ETF TRUST $9,913,000k
- ISHARES TR RUS 1000 VAL ETF $6,866,000k
- FIRST TR EXCHANGE TRADED FD $4,177,000k
- ISHARES TR $3,542,000k
- DBX ETF TR $2,876,000k