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Megan Elizabeth Flynn

Retirement Income Solutions, Inc.

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About Megan Elizabeth Flynn

Megan Elizabeth Flynn is a registered investment advisor representative for Retirement Income Solutions, Inc. Megan has been working in the financial services industry since 2011 and has a strong background in providing investment advice to individuals and families. Megan holds the Series 7 and Series 66 licenses as well as the SIE exam, and she is also a CFA charterholder. Megan is passionate about helping her clients achieve their financial goals and is committed to providing them with personalized advice and exceptional service.

Firm Information

Megan Flynn 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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Megan Flynn’s Registration & Firm History

MI

07/24/2019 - Present

Retirement Income Solutions, Inc. (Ann Arbor MI)

NY

12/05/2011 - 06/10/2019

FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/06/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Megan Elizabeth Flynn.
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