RETIREMENT INCOME SOLUTIONS, INC.

CRD #110145 SEC #801-71319 ANN ARBOR, MI 734-769-7727

SEC Registered

Total AUM

$2.7B

Discretionary

$2.7B

Employees

Clients

Accounts

1,268

Firm Details

Organization Type: Corporation
State of Formation: Michigan
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 27, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
HASTIE, BROCK, ELLIOT	I	SHAREHOLDER & VP	NA	Control
HASTIE, BROCK, ELLIOT	I	SHAREHOLDER & VP	NA	Control
HASTIE, BROCK, ELLIOT	I	SHAREHOLDER & VICE PRESIDENT	NA	Control
HASTIE, BROCK, ELLIOT	I	SHAREHOLDER & VICE PRESIDENT	NA	Control
HASTIE, KENNETH, LARRY	I	MANAGING DIRECTOR	NA	Control
HASTIE, KENNETH, LARRY	I	MANAGING DIRECTOR	NA	Control
HASTIE, KENNETH, LARRY	I	MANAGING DIRECTOR	NA	Control
HASTIE, KENNETH, LARRY	I	MANAGING DIRECTOR	NA	Control
HASTIE, KENNETH, LARRY	I	MANAGING DIRECTOR	NA	Control
HASTIE, KENNETH, LARRY	I	MANAGING DIRECTOR	NA	Control
HASTIE, KENNETH, LARRY	I	MANAGING DIRECTOR	NA	Control
HASTIE, KENNETH, LARRY	I	MANAGING DIRECTOR	NA	Control
HOLZER, AMY, KIM	I	CHIEF OPERATING OFFICER	NA	Control
HOLZER, AMY, KIM	I	CHIEF OPERATING OFFICER	NA	Control
HOLZER, AMY, KIM	I	CHIEF OPERATING OFFICER	NA	Control
HOLZER, AMY, KIM	I	CHIEF OPERATING OFFICER	NA	Control
HOLZER, AMY, KIM	I	CHIEF OPERATING OFFICER	NA	Control
HOLZER, AMY, KIM	I	CHIEF OPERATING OFFICER	NA	Control
HOLZER, AMY, KIM	I	CHIEF OPERATING OFFICER	NA	Control
HOLZER, AMY, KIM	I	CHIEF OPERATING OFFICER	NA	Control
HOLZER, AMY, KIM	I	CHIEF OPERATING OFFICER	NA	Control
HOLZNAGLE, RUSSELL, ALAN	I	CHIEF OPERATIONS OFFICER	NA	Control
HOLZNAGLE, RUSSELL, ALAN	I	CHIEF OPERATIONS OFFICER	NA	Control
HOLZNAGLE, RUSSELL, ALAN	I	CHIEF OPERATIONS OFFICER	NA	Control
HOLZNAGLE, RUSSELL, ALAN	I	CHIEF OPERATIONS OFFICER	NA	Control
HOLZNAGLE, RUSSELL, ALAN	I	CHIEF OPERATIONS OFFICER	NA	Control
HOLZNAGLE, RUSSELL, ALAN	I	CHIEF OPERATIONS OFFICER	NA	Control
HOLZNAGLE, RUSSELL, ALAN	I	CHIEF OPERATIONS OFFICER	NA	Control
HOLZNAGLE, RUSSELL, ALAN	I	CHIEF OPERATIONS OFFICER	NA	Control
HOLZNAGLE, RUSSELL, ALAN	I	CHIEF OPERATIONS OFFICER	NA	Control
HOLZNAGLE, RUSSELL, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
HOLZNAGLE, RUSSELL, ALAN	I	CHIEF OPERATIONS OFFICER	NA	Control
HOLZNAGLE, RUSSELL, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
HOLZNAGLE, RUSSELL, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
HOLZNAGLE, RUSSELL, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
HOLZNAGLE, RUSSELL, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
HOLZNAGLE, RUSSELL, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
HOLZNAGLE, RUSSELL, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
HOLZNAGLE, RUSSELL, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
HOLZNAGLE, RUSSELL, ALAN	I	CHIEF FINANCIAL OFFICER	NA	Control
HOLZNAGUE, RUSSELL, ALLAN	I	CHIEF OPERATIONS OFFICER	NA	Control
HOLZNAGUE, RUSSELL, ALLAN	I	CHIEF OPERATIONS OFFICER	NA	Control
HOLZNAGUE, RUSSELL, ALLAN	I	CHIEF OPERATIONS OFFICER	NA	Control
MCDONALD, ROBERT, GRIFFITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCDONALD, ROBERT, GRIFFITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCDONALD, ROBERT, GRIFFITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCDONALD, ROBERT, GRIFFITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCDONALD, ROBERT, GRIFFITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCDONALD, ROBERT, GRIFFITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCDONALD, ROBERT, GRIFFITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
MCDONALD, ROBERT, GRIFFITH	I	CHIEF COMPLIANCE OFFICER	NA	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	D	Control
R. GRIFFITH MCDONALD TRUST UAD 10/18/2005	DE	SHAREHOLDER	D	Control
R. GRIFFITH MCDONALD TRUST UAD 10/18/2005	DE	SHAREHOLDER	D	Control
R. GRIFFITH MCDONALD TRUST UAD 10/18/2005	DE	SHAREHOLDER	D	Control
R. GRIFFITH MCDONALD TRUST UAD 10/18/2005	DE	SHAREHOLDER	D	Control
R. GRIFFITH MCDONALD TRUST UAD 10/18/2005	DE	SHAREHOLDER	D	Control
R. GRIFFITH MCDONALD TRUST UAD 10/18/2005	DE	SHAREHOLDER	D	Control
R. GRIFFITH MCDONALD TRUST UAD 10/18/2005	DE	SHAREHOLDER	D	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	C	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	C	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	C	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	C	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	C	Control
HASTIE, BROCK, ELLIOT	I	MANAGING PARTNER	C	Control
KENNETH LARRY HASTIE TRUST UAD 10/4/2000	DE	SHAREHOLDER	C	Control
KENNETH LARRY HASTIE TRUST UAD 10/4/2000	DE	SHAREHOLDER	C	Control
KENNETH LARRY HASTIE TRUST UAD 10/4/2000	DE	SHAREHOLDER	C	Control
KENNETH LARRY HASTIE TRUST UAD 10/4/2000	DE	SHAREHOLDER	C	Control
KENNETH LARRY HASTIE TRUST UAD 10/4/2000	DE	SHAREHOLDER	C	Control
KENNETH LARRY HASTIE TRUST UAD 10/4/2000	DE	SHAREHOLDER	C	Control
KENNETH LARRY HASTIE TRUST UAD 10/4/2000	DE	SHAREHOLDER	C	Control
KENNETH LARRY HASTIE TRUST UAD 10/4/2000	DE	SHAREHOLDER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
KEPHART, HARRISON, TODD	I	MANAGING PARTNER	C	Control
R. GRIFFITH MCDONALD TRUST UAD 10/18/2005	DE	SHAREHOLDER	C	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	B	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	B	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	B	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	B	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	B	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
GOFF, JOHN, BURTON	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	B	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
CHAPELL, KAREN, ANN	I	MANAGING PARTNER	A	Control
FLYNN, MEGAN, ELIZABETH	I	SHAREHOLDER	A
FLYNN, MEGAN, ELIZABETH	I	SHAREHOLDER	A
FLYNN, MEGAN, ELIZABETH	I	SHAREHOLDER	A
HASTIE, BROCK, ELLIOT	I	SHAREHOLDER & VICE PRESIDENT	A	Control
HASTIE, BROCK, ELLIOT	I	SHAREHOLDER & VICE PRESIDENT	A	Control
HASTIE, BROCK, ELLIOT	I	SHAREHOLDER & VICE PRESIDENT	A	Control
HASTIE, BROCK, ELLIOT	I	SHAREHOLDER & VICE PRESIDENT	A	Control
LEROY, EVAN, CHRISTOPHER	I	SHAREHOLDER	A
LEROY, EVAN, CHRISTOPHER	I	SHAREHOLDER	A
LEROY, EVAN, CHRISTOPHER	I	SHAREHOLDER	A
LEROY, EVAN, CHRISTOPHER	I	SHAREHOLDER	A
LEROY, EVAN, CHRISTOPHER	I	SHAREHOLDER	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
HASTIE, KENNETH, LARRY	I	KENNETH LARRY HASTIE TRUST UAD 10/4/2000	E	Control
HASTIE, KENNETH, LARRY	I	KENNETH LARRY HASTIE TRUST UAD 10/4/2000	E	Control
HASTIE, KENNETH, LARRY	I	KENNETH LARRY HASTIE TRUST UAD 10/4/2000	E	Control
HASTIE, KENNETH, LARRY	I	KENNETH LARRY HASTIE TRUST UAD 10/4/2000	E	Control
HASTIE, KENNETH, LARRY	I	KENNETH LARRY HASTIE TRUST UAD 10/4/2000	E	Control
MCDONALD, ROBERT, GRIFFITH	I	R. GRIFFITH MCDONALD TRUST UAD 10/18/2005	E	Control
MCDONALD, ROBERT, GRIFFITH	I	R. GRIFFITH MCDONALD TRUST UAD 10/18/2005	E	Control
MCDONALD, ROBERT, GRIFFITH	I	R. GRIFFITH MCDONALD TRUST UAD 10/18/2005	E	Control
MCDONALD, ROBERT, GRIFFITH	I	R. GRIFFITH MCDONALD TRUST UAD 10/18/2005	E	Control
MCDONALD, ROBERT, GRIFFITH	I	R. GRIFFITH MCDONALD TRUST UAD 10/18/2005	E	Control
MCDONALD, ROBERT, GRIFFITH	I	R. GRIFFITH MCDONALD TRUST UAD 10/18/2005	D	Control
MCDONALD, ROBERT, GRIFFITH	I	R. GRIFFITH MCDONALD TRUST UAD 10/18/2005	D	Control
HASTIE, KENNETH, LARRY	I	KENNETH LARRY HASTIE TRUST UAD 10/4/2000	C	Control
HASTIE, KENNETH, LARRY	I	KENNETH LARRY HASTIE TRUST UAD 10/4/2000	C	Control
HASTIE, KENNETH, LARRY	I	KENNETH LARRY HASTIE TRUST UAD 10/4/2000	C	Control
MCDONALD, ROBERT, GRIFFITH	I	R. GRIFFITH MCDONALD TRUST UAD 10/18/2005	C	Control

Registrations

Federal

Mar 27, 2025 REGISTERED

Notice Filings (21)

AZ CA CO DC FL GA IL IN MA MD MI MN NC NH NY OH OR PA TX VA WA

Address

2301 PLATT ROAD
SUITE 300
ANN ARBOR, MI 48104
United States

Phone: 734-769-7727