HK
Harrison Kephart
from Retirement Income Solutions, Inc.
Harrison Kephart is a financial advisor based in Michigan, Ann Arbor,
with 32 years of experience. Harrison currently works for
Retirement Income Solutions, Inc..
Harrison maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Harrison Kephart works at Retirement Income Solutions, Inc.
Retirement Income Solutions, Inc. is a financial advisory firm based in Ann Arbor, Michigan. It currently has approximately $2,145,728,163 of assets under management and employs about 20 people. Retirement Income Solutions, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
2301 Platt Road, Suite 300, Ann Arbor, Michigan, 48104
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