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Lisa Marie Myers

Retirement Income Solutions, Inc.

Ann Arbor, MI

CRD 1969127

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Employer firm

Retirement Income Solutions, Inc. CRD 110145

$2.97B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Retirement Income Solutions, Inc.

2301 Platt Road Suite 300, Ann Arbor, MI 48104 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-01
  • MI RA
    APPROVED
    Since 2026-01-01

Branch Locations

2301 Platt Road Suite 300, Ann Arbor, MI 48104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirement Income Solutions Inc. Ann Arbor MI 04/2007 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-29
S63 Uniform Securities Agent State Law Examination 2002-02-21
  • S65 Uniform Investment Adviser Law Examination
    2025-12-29
  • S63 Uniform Securities Agent State Law Examination
    2002-02-21
Other Names
  • Lisa Marie Grattafiori
  • Lisa Marie Grattafiori

View on SEC IAPD

Nearby Firms

SPC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

WILLIAM ROBERT ELGER
JOHN ALEXANDER MCCLELLAN
JEFFREY STEPHEN SELF

Nearby Offices

SPC · ANN ARBOR, MI
SPC · Ann Arbor, MI
LPL FINANCIAL LLC · ANN ARBOR, MI

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