Retirement Income Strategies, LLC
● SEC registered since 2022CRD 318052SEC# 801-123370Evansville, WI
Reg. AUM
$159M
Employees
4
Accounts
947
Location
Evansville, WI
Retirement Income Strategies, LLC assets under management
Retirement Income Strategies, LLC is an SEC-registered investment adviser based in Evansville, WI. The firm has been registered since 2022. It reports $159 million in regulatory assets under management and employs 4 people.
Retirement Income Strategies, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kristian L Finfrock Control | President/Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Retirement Income Strategies, LLC manage?
Retirement Income Strategies, LLC reports $159 million in regulatory assets under management on its Form ADV.
How many employees does Retirement Income Strategies, LLC have?
Retirement Income Strategies, LLC reports 4 employees.
Where is Retirement Income Strategies, LLC located?
Retirement Income Strategies, LLC is based in Evansville, WI and has been SEC-registered since 2022.
Does Retirement Income Strategies, LLC disclose fund performance?
Retirement Income Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7 East Main Street, Suite 6, Evansville, WI 53536 |
| Phone | 608-208-1800 |
| Fax | 866-225-5801 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$159M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$159Mregulatory AUM
Discretionary $159M