Brock
Hastie

Retirement Income Solutions, Inc

CRD#5013896
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Brock Hastie is a financial advisor based in Ann Arbor, Michigan, working with Retirement Income Solutions, Inc. Brock has previously held a position at Retirement Income Solutions Inc. Brock has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Michigan, and Texas. Currently, Brock is part of Retirement Income Solutions, Inc, which operates out of Ann Arbor, Michigan. The firm has 23 employees and manages assets totaling $2.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Retirement Income Solutions, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2301 Platt Road Suite 300
Ann Arbor, MI 48104

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Retirement Income Solutions, Inc Brokerage Details

Total Assets Under Management

$2,421,756,308

MI Average: $943,424,332
Total Number of Employees

23

MI Average: 21
Total Number of Accounts

1,267

MI Average: 1,586
Average Account Size

$1,911,410

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Brock Hastie Work History

2012 - Present (12 years)

Retirement Income Solutions Inc

Disclosures

Please visit the SEC profile of Brock Hastie 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

John Bailey
Ann Arbor, MI
Mark Peyser
Ann Arbor, MI
Robert Genereaux
Ann Arbor, MI
Evelyn Breen
Ann Arbor, MI
Joseph Kettinger
Ann Arbor, MI
Harrison Kephart
Ann Arbor, MI
Brock Hastie
Ann Arbor, MI
Evan Leroy
Ann Arbor, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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