Evelyn
Breen
Retirement Income Solutions, Inc
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About this Advisor
Evelyn Breen is a financial advisor based out of Ann Arbor, Michigan with a total of 1 year of relevant experience. Breen works at Retirement Income Solutions, Inc. Breen has gained experience at Matthew Wunder, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Wright Investors' Service, Inc, Wright Investors' Service Distributors Inc, Retirement Income Solutions, Inc, Diamant Investment Corporation and Diamant Asset Management Inc. Breen maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Michigan. Retirement Income Solutions, Inc is a financial advisory business operating out of Ann Arbor, MI. It handles $2 billion in assets under management between its 1,263 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves two charitable organizations. Of its 1,263 customer accounts, 54% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees usually depend on which service is offered. However, fee types billed by Retirement Income Solutions, Inc may include any combination 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
Evelyn Breen Work History
Evelyn has been registered as a financial advisor for 1 years.*
Retirement Income Solutions, Inc
Diamant Investment Corporation
Diamant Asset Management Inc
Wright Investors' Service Distributors Inc
Wright Investors' Service, Inc
Matthew Wunder
Matthew Wunder
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Wealth Management Company
*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 Evelyn Breen 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
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