Managing Partner · Retirement Income Solutions, Inc.
Brock E. Hastie
CRD 5013896 · Named on Form ADV at one SEC-registered adviser
At a glance
Retirement Income Solutions, Inc., an SEC-registered wealth manager based in ANN Arbor, MI with $3.0 billion in regulatory assets, lists Brock E. Hastie on its Form ADV as Managing Partner, a control person.
Firms and roles
- Retirement Income Solutions, Inc.Managing PartnerWealth manager · ANN Arbor, MI · $3.0B in regulatory assets
AtlasMembers
Brock’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- John B. GoffManaging Partner & Chief Compliance Officer, Retirement Income Solutions, Inc.
- Harrison T. KephartManaging Partner, Retirement Income Solutions, Inc.
- Karen A. ChapellManaging Partner, Retirement Income Solutions, Inc.
- Russell A. HolznagleChief Financial Officer, Retirement Income Solutions, Inc.
- Amy K. HolzerChief Operating Officer, Retirement Income Solutions, Inc.
2 more people named with Brock on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brock’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.