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Karen Ann Chapell

Retirement Income Solutions, Inc.

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About Karen Ann Chapell

Karen Chapell is a Registered Investment Advisor Representative with Retirement Income Solutions, Inc. based in Ann Arbor, MI. Karen has been in the industry since 1992 and is licensed to practice in Michigan and Texas. Karen has earned the Series 63, Series 65 and Series 7 licenses. She is also qualified to provide financial planning, pension consulting and selection of other advisers. Karen has experience working with a wide range of clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Karen Chapell 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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Karen Chapell’s Registration & Firm History

MI

06/04/2013 - Present

Retirement Income Solutions, Inc. (ANN ARBOR MI)

MI

01/03/2007 - 09/08/2009

MUTUAL SERVICE CORPORATION (ANN ARBOR MI)

MI

07/27/1993 - 12/04/2006

BEACON INVESTMENT COMPANY (ANN ARBOR MI)

NJ

10/30/1992 - 07/20/1993

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 05/11/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/12/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karen Ann Chapell.
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