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Harrison Todd Kephart

Retirement Income Solutions, Inc.

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About Harrison Todd Kephart

Harrison Todd Kephart is a Certified Financial Planner with over 25 years of experience in the financial services industry. Harrison has been with Retirement Income Solutions, Inc. since 2012 and has previously worked with TIAA-CREF and SEI Financial Services Company. Harrison is a Registered Investment Advisor in California, Michigan, and Texas. Harrison specializes in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Harrison Kephart 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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Harrison Kephart’s Registration & Firm History

MI

04/04/2017 - Present

Retirement Income Solutions, Inc. (ANN ARBOR MI)

MI

08/01/1995 - 08/14/2009

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ANN ARBOR MI)

PA

09/21/1992 - 10/19/1993

SEI FINANCIAL SERVICES COMPANY (OAKS PA)

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Licenses & Designations

IA

Issued 04/07/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/1992

Series 7 - General Securities Representative Examination

BC

Issued 09/10/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harrison Todd Kephart.
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