John
Bailey

Retirement Income Solutions, Inc

CRD#7257172
Investment Advisor
in Ann Arbor, MI

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About this Advisor

John Bailey is a financial advisor who works out of Ann Arbor, Michigan with 3 years of relevant experience. Bailey is an advisor for Retirement Income Solutions, Inc. Their career trajectory has included roles at Retirement Income Solutions, Inc, Old National Bank, Bailey Telecommunications LLC, American Blue Ribbon Holdings LLC and Carrabba'S Italian Grill. Bailey holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Michigan. Retirement Income Solutions, Inc is a business that has its headquarters in Ann Arbor, MI. It manages $2 billion in total assets among its 1,263 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to two charities and foundations. Of its 1,263 client accounts, 54% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules usually vary depending on the type of services provided. Fees billed by Retirement Income Solutions, Inc can consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

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

$2,145,728,163

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

20

MI Average: 21
Total Number of Accounts

1,263

MI Average: 1,586
Average Account Size

$1,698,914

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

John Bailey Work History

John has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Retirement Income Solutions, Inc

2018 - 2020 (2 years)

Old National Bank

2017 - 2018 (1 year)

Bailey Telecommunications LLC

2016 - 2017 (1 year)

Carrabba'S Italian Grill

2013 - 2016 (3 years)

American Blue Ribbon Holdings LLC

2009 - 2013 (4 years)

American Blue Ribbon Holdings LLC

*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 John Bailey 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

Pamela Loduca-Massa
Ann Arbor, MI
Evelyn Breen
Ann Arbor, MI
Joseph Kettinger
Ann Arbor, MI
Brock Hastie
Ann Arbor, MI
Harrison Kephart
Ann Arbor, MI
Evan Leroy
Ann Arbor, MI
Karen Chapell
Ann Arbor, MI
John Goff
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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