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Joseph Lee Kettinger

Retirement Income Solutions, Inc.

Ann Arbor, MI

CRD 5922046

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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
TX RA APPROVED 2026-03-20
MI RA APPROVED 2014-03-07
  • TX RA
    APPROVED
    Since 2026-03-20
  • MI RA
    APPROVED
    Since 2014-03-07

Branch Locations

2301 Platt Road Ste. 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 12/2013 03/2022
Retirement Income Solutions, Inc. Ann Arbor MI 04/2022 10/2025
Retirement Income Solutions, Inc. Ann Arbor MI 10/2025 Present
Previous Registrations
  • 2013-04-03 → 2013-11-25
    Capelli Financial Services Inc
    Bloomfield Hills, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-25
  • S65 Uniform Investment Adviser Law Examination
    2013-03-25
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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