# RETIREMENT INCOME SOLUTIONS, INC.

RETIREMENT INCOME SOLUTIONS, INC. of ANN ARBOR, MI is an SEC-registered investment adviser.

## Registration

- CRD: 110145
- Type: SEC-registered investment adviser
- SEC file number: 801-71319
- Location: 2301 PLATT ROAD, SUITE 300, ANN ARBOR, MI, 48104
- Phone: 734-769-7727
- Latest filing: 2026-05-13
- Regulatory AUM: $3.0B
- Discretionary AUM: $3.0B
- Clients: 26
- Accounts: 1,274

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Brock Elliot Hastie | MANAGING PARTNER | — |
| Harrison Todd Kephart | MANAGING PARTNER | — |
| Karen Ann Chapell | MANAGING PARTNER | — |
| John Burton Goff | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |
| Russell Alan Holznagle | CHIEF FINANCIAL OFFICER | — |
| Amy Kim Holzer | CHIEF OPERATING OFFICER | — |
| Evan Christopher Leroy | SHAREHOLDER | — |
| Megan Elizabeth Flynn | SHAREHOLDER | — |
| FLYNN PATRICIA ELIZABETH | SHAREHOLDER | — |
| HASTIE BROCK ELLIOT | MANAGING PARTNER; SHAREHOLDER & VICE PRESIDENT; SHAREHOLDER & VP | — |
| MCDONALD ROBERT GRIFFITH | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| HASTIE KENNETH LARRY | MANAGING DIRECTOR; TRUSTEE | — |
| KEPHART HARRISON TODD | MANAGING PARTNER | — |
| CHAPELL KAREN ANN | MANAGING PARTNER | — |
| GOFF JOHN BURTON | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |
| HOLZNAGUE RUSSELL ALLAN | CHIEF OPERATIONS OFFICER | — |
| HOLZNAGLE RUSSELL ALAN | CHIEF FINANCIAL OFFICER; CHIEF OPERATIONS OFFICER | — |
| HOLZER AMY KIM | CHIEF OPERATING OFFICER | — |
| LEROY EVAN CHRISTOPHER | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110145/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110145/similar
- Related entities: https://search.stillhousedata.com/firm/110145/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110145

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.