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John Burton Goff

Retirement Income Solutions, Inc.

Ann Arbor, MI

CRD 2483016

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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 2017-04-04
MI RA APPROVED 2010-08-25
  • TX RA
    APPROVED
    Since 2017-04-04
  • MI RA
    APPROVED
    Since 2010-08-25

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 08/2012 Present
Previous Registrations
Other Businesses

M4P Partners, LLC 2301 Platt Road, Suite 300 Ann Arbor, MI 48104 Real estate holdings company that is non-investment related. 25% ownership / Partner. Start date of July 2016. 1 hour spent a month on this business and 0 hours devoted during trading hours. Executive decision-making duties. 11249 Hyde Point Court LLC 2301 Platt Road, Suite 300 Ann Arbor, MI 48104. Real estate holdings company that is non-investment related. 100% ownership / Partner. Start date of July 2018. 1 hour spent a month on this business and 0 hours devoted during trading hours. Executive decision-making duties.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-15
S63 Uniform Securities Agent State Law Examination 1994-05-06
  • S65 Uniform Investment Adviser Law Examination
    2004-11-15
  • S63 Uniform Securities Agent State Law Examination
    1994-05-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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