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Brock Elliot Hastie

Retirement Income Solutions, Inc.

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About Brock Elliot Hastie

Brock Elliot Hastie is an investment advisor representative who has been in the financial industry for over 15 years. He currently works for Retirement Income Solutions, Inc., and has previously worked for Mutual Service Corporation. Brock has a wide range of experience and expertise in financial planning, pension consulting, and portfolio management. He is registered in California, Michigan, and Texas and holds the Series 63, Series 65, and Series 7 licenses. Brock specializes in working with high-net-worth individuals, corporations, and retirement plans.

Firm Information

Brock Hastie is currently registered with Retirement Income Solutions, Inc.. Retirement Income Solutions, Inc. is an investment advisor located in Ann Arbor, Michigan. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and high-net-worth individuals, as well as corporations, charitable organizations, and pension and profit sharing plans. The firm manages over $2.4 billion in regulatory assets under management.
Retirement Income Solutions, Inc.

2301 PLATT ROAD

ANN ARBOR, MI 48104

$2.42B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brock Hastie’s Registration & Firm History

MI

07/25/2007 - Present

Retirement Income Solutions, Inc. (ANN ARBOR MI)

MI

09/08/2005 - 09/08/2009

MUTUAL SERVICE CORPORATION (ANN ARBOR MI)

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Licenses & Designations

IA

Issued 06/28/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/03/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/06/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brock Elliot Hastie.
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