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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