RETIREMENT INCOME SOLUTIONS, INC.

RETIREMENT INCOME SOLUTIONS, INC. of ANN ARBOR, MI is an SEC-registered investment adviser (CRD 110145). Regulatory assets under management: $3.0B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (19)

NameRoleLocation
Brock Elliot HastieMANAGING PARTNER—
Harrison Todd KephartMANAGING PARTNER—
Karen Ann ChapellMANAGING PARTNER—
John Burton GoffMANAGING PARTNER & CHIEF COMPLIANCE OFFICER—
Russell Alan HolznagleCHIEF FINANCIAL OFFICER—
Amy Kim HolzerCHIEF OPERATING OFFICER—
Evan Christopher LeroySHAREHOLDER—
Megan Elizabeth FlynnSHAREHOLDER—
FLYNN PATRICIA ELIZABETHSHAREHOLDER—
HASTIE BROCK ELLIOTMANAGING PARTNER; SHAREHOLDER & VICE PRESIDENT; SHAREHOLDER & VP—
MCDONALD ROBERT GRIFFITHCHIEF COMPLIANCE OFFICER; TRUSTEE—
HASTIE KENNETH LARRYMANAGING DIRECTOR; TRUSTEE—
KEPHART HARRISON TODDMANAGING PARTNER—
CHAPELL KAREN ANNMANAGING PARTNER—
GOFF JOHN BURTONMANAGING PARTNER & CHIEF COMPLIANCE OFFICER—
HOLZNAGUE RUSSELL ALLANCHIEF OPERATIONS OFFICER—
HOLZNAGLE RUSSELL ALANCHIEF FINANCIAL OFFICER; CHIEF OPERATIONS OFFICER—
HOLZER AMY KIMCHIEF OPERATING OFFICER—
LEROY EVAN CHRISTOPHERSHAREHOLDER—

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