RETIREMENT & INVESTMENT PLANNING, INC.

RETIREMENT & INVESTMENT PLANNING, INC. of PETOSKEY, MI is an SEC-registered investment adviser (CRD 306082). Regulatory assets under management: $4.9M.

Registration

• CRD: 306082
• Type: Registered investment adviser
• Location: 616 PETOSKEY ST., SUITE 208, PETOSKEY, MI, 49770
• Phone: 231-758-3540
• Latest filing: 2026-04-13
• Regulatory AUM: $4.9M
• Non-discretionary AUM: $4.9M
• Clients: 2
• Accounts: 39

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306082 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search