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RETIREMENT INCOME STRATEGIES, LLC
CRD 318052 · SEC 801-123370
7 EAST MAIN STREET, SUITE 6, EVANSVILLE, WI, 53536, United States
Phone
608-208-1800
Fax
866-225-5801
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$159.0M
Discretionary AUM
$159.0M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Subscription fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 309 | $105.9M |
| High net worth individuals | 30 | $52.4M |
States served
IL, WV, WI, FL
All web addresses on file
Official SEC filing: View on IAPD