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Retirement Income Strategies, LLC

● SEC registered since 2022CRD 318052SEC# 801-123370Evansville, WI
Export (members)
Reg. AUM
$154.6M
Employees
4
Accounts
937
Location
Evansville, WI

Retirement Income Strategies, LLC assets under management

Retirement Income Strategies, LLC is an SEC-registered investment adviser based in Evansville, WI. The firm has been registered since 2022. It reports $154.6 million in regulatory assets under management and employs 4 people.
www.ri-strategies.comView on SEC.gov ↗

Retirement Income Strategies, LLC owners & executives

1 reported
NameTitleOwnershipSince
Kristian L Finfrock ControlPresident/Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Retirement Income Strategies, LLC manage?

Retirement Income Strategies, LLC reports $154.6 million in regulatory assets under management on its Form ADV.

How many employees does Retirement Income Strategies, LLC have?

Retirement Income Strategies, LLC reports 4 employees.

Where is Retirement Income Strategies, LLC located?

Retirement Income Strategies, LLC is based in Evansville, WI and has been SEC-registered since 2022.

Does Retirement Income Strategies, LLC disclose fund performance?

Retirement Income Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7 East Main Street, Suite 6, Evansville, WI 53536
Phone608-208-1800
Fax866-225-5801
Office hours9a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$148M
Non-discretionary$6.6M
Total (RAUM)$154.6M