Investment adviser representative · Retirement Income Solutions, Inc.
Evelyn E. Breen
CRD 5075239 · Ann Arbor, MI
At a glance
Evelyn E. Breen is an investment adviser representative with Retirement Income Solutions, Inc. in Ann Arbor, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Evelyn’s SEC record dates to 2013, about 12 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Retirement Income Solutions, Inc.Since May 2022Ann Arbor, MI · $3.0B in regulatory assets
SEC adviser record
- Registered since
- 2013 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Evelyn’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.