Amy
Holzer
Retirement Income Solutions, Inc
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About this Advisor
Amy Holzer is a financial advisor operating in Ann Arbor, Michigan who has 2 years of relevant experience. Holzer is an employee of Retirement Income Solutions, Inc. Over the course of their career, they have held roles at Sigma Financial Corporation, Spc, Sammons Securities, Parkland Securities and Retirement Income Solutions Inc. Holzer maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Michigan. Retirement Income Solutions, Inc is a registered investment firm based in Ann Arbor, MI. It manages $2 billion in total assets among its 1,263 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 1,263 customer accounts, 54% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees billed by Retirement Income Solutions, Inc can include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Retirement Income Solutions, Inc Brokerage Details
$2,145,728,163
20
1,263
$1,698,914
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Amy Holzer Work History
Amy has been registered as a financial advisor for 2 years.*
Retirement Income Solutions Inc
Parkland Securities
Sammons Securities
Spc
Sigma Financial Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amy Holzer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Retirement Income Solutions, Inc
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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