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Amy Kim Holzer

Retirement Income Solutions, Inc.

Ann Arbor, MI

CRD 4862212

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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 2021-05-03
  • MI RA
    APPROVED
    Since 2021-05-03

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
Sigma Financial Corporation Ann Arbor MI 09/2004 04/2021
Spc Ann Arbor MI 08/2005 04/2021
Parkland Securities Ann Arbor MI 08/2014 04/2021
Retirement Income Solutions Inc Ann Arbor MI 04/2021 Present
  • 09/2004 → 04/2021
    Sigma Financial Corporation
    Ann Arbor, MI
  • 08/2005 → 04/2021
    Spc
    Ann Arbor, MI
  • 08/2014 → 04/2021
    Parkland Securities
    Ann Arbor, MI
  • 04/2021 → Present
    Retirement Income Solutions Inc
    Ann Arbor, MI
Previous Registrations
  • 2009-02-09 → 2021-04-23
    Spc
    Ann Arbor, MI
    Ann Arbor, MI
Other Businesses

RECEIVES INCOME FROM RENTAL HOUSE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-18
  • S66 Uniform Combined State Law Examination
    2008-08-18
Other Names
  • Amy Kim Finke
  • Amy Kim Finke

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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