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RETIREMENT & INVESTMENT PLANNING, INC.
CRD 306082
616 PETOSKEY ST., SUITE 208, PETOSKEY, MI, 49770, United States
Phone
231-758-3540
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.9M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
Org form
Corporation
Filing date
2026-04-13
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $4.8M |
| Corporations/business entities | 1 | $103K |
All web addresses on file
Official SEC filing: View on IAPD