RETIREMENT INCOME STRATEGIES, LLC
CRD #318052 SEC #801-123370 EVANSVILLE, WI 608-208-1800
SEC Registered
Total AUM
$154.6M
Discretionary
$148M
Employees
4
Clients
0
Accounts
937
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 3, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FINFROCK, KRISTIAN, L | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FINFROCK, KRISTIAN, L | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FINFROCK, KRISTIAN, L | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FINFROCK, KRISTIAN, L | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FINFROCK, KRISTIAN, L | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FINFROCK, KRISTIAN, L | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FINFROCK, KRISTIAN, L | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 3, 2025 REGISTERED
Notice Filings (4)
FL IL WI WV
Address
7 EAST MAIN STREETSUITE 6
EVANSVILLE, WI 53536
United States
Phone: 608-208-1800