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Robert Marshall Genereaux

Retirement Income Solutions, Inc.

Ann Arbor, MI

CRD 7830047

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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 2024-02-01
  • MI RA
    APPROVED
    Since 2024-02-01

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 06/2022 Present
Retirement Income Solutions, Inc. Ann Arbor MI 12/2021 01/2022
Retirement Income Solutions, Inc. Ann Arbor MI 05/2021 08/2021
Retirement Income Solutions, Inc. Ann Arbor MI 11/2020 01/2021
Retirement Income Solutions, Inc. Ann Arbor MI 06/2020 08/2020
Bank Of Ann Arbor Ann Arbor MI 05/2019 08/2019
Central Michigan University Mount Pleasant MI 08/2018 05/2022
Foresight Capital Management Advisors, Inc. Saline MI 08/2017 08/2018
Saline Public Schools Saline MI 09/2013 06/2018
Designations
  • Certified Financial Planner
Other Names
  • Robert Marshal Genereaux

View on SEC IAPD

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