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Aaron Scott Tanner

Retirement Income Solutions, Inc.

Ann Arbor, MI

CRD 3050979

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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 2010-03-23
  • MI RA
    APPROVED
    Since 2010-03-23

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 06/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-02-20
S63 Uniform Securities Agent State Law Examination 2000-03-04
  • S65 Uniform Investment Adviser Law Examination
    2010-02-20
  • S63 Uniform Securities Agent State Law Examination
    2000-03-04

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

More in Ann Arbor, MI

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