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Evan Christopher Leroy

Retirement Income Solutions, Inc.

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About Evan Christopher Leroy

Evan Christopher Leroy is a financial advisor in Ann Arbor, Michigan with over 10 years of experience in the industry. Evan Leroy is currently registered with Retirement Income Solutions, Inc. Evan Leroy has been a Registered Investment Advisor (IA) since 2018, and has Series 65 and 66 licenses. Previously, Evan Leroy was registered with Fifth Third Securities, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Ameriprise Financial Services, Inc.. Evan Leroy is licensed to provide investment advice in the state of Michigan.

Firm Information

Evan Leroy 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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Evan Leroy’s Registration & Firm History

MI

04/17/2018 - Present

Retirement Income Solutions, Inc. (Ann Arbor MI)

MI

09/22/2009 - 11/23/2011

FIFTH THIRD SECURITIES, INC. (ANN ARBOR MI)

MI

06/01/2009 - 09/08/2009

MORGAN STANLEY SMITH BARNEY (LIVONIA MI)

MI

11/07/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (LIVONIA MI)

MI

06/27/2007 - 09/15/2008

AMERIPRISE FINANCIAL SERVICES, INC. (ANN ARBOR MI)

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Licenses & Designations

IA

Issued 04/17/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/17/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/19/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 06/26/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Evan Christopher Leroy.
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