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Evelyn Elizabeth Breen

Retirement Income Solutions, Inc.

Ann Arbor, MI

CRD 5075239

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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
CA RA APPROVED 2025-03-25
MI RA APPROVED 2022-05-04
  • CA RA
    APPROVED
    Since 2025-03-25
  • MI RA
    APPROVED
    Since 2022-05-04

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
Diamant Investment Corporation Greenwich CT 04/2016 04/2022
Diamant Asset Management Inc. Greenwich CT 04/2016 04/2022
Retirement Income Solutions, Inc. Ann Arbor MI 05/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-30
  • S66 Uniform Combined State Law Examination
    2013-10-30
Designations
  • Certified Financial Planner
Other Names
  • Evelyn Elizabeth Mccabe

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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