Harrison T. Kephart
RETIREMENTOME SOLUTIONS
ANN ARBOR, MI 48104
Some features on this profile are disabled
CRD#: 2271846
Professional summary
Harrison Todd Kephart, CFP®, ChFC®, CLU®, who also goes by Todd Kephart, is a registered financial advisor currently at RETIREMENT INCOME SOLUTIONS, INC. located in Ann Arbor, Michigan.
Harrison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Harrison has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Biography
My educational background includes an undergraduate degree in accounting from Lehigh University and an MBA from the University of Michigan. I have also earned various financial certifications including the ChFC, CLU, CMFC, CRPC, with the CFP® designation being the most well-known.
I am on the board of the Ann Arbor Rotary Club. I have served as a trustee of Cleary University and am the Chair of the Board of the Arbor Hospice Foundation.
My wife and daughter and I live in south Ann Arbor near Saline High School. In my spare time I enjoy time with my family as well as reading, fly-fishing, sports and traveling.
More information about me can be found by clicking here http://www.risadvisory.com/who_we_are/our_team/h_todd_kephart
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Retirement Income Management
Do you have an area of expertise or specialization?
College/Education Planning
High Net Worth Client Needs
Medical Professionals
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Todd Kephart
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
M4P Partners, LLC 2301 Platt Road, Suite 300 Ann Arbor, MI 48104 Real estate holdings company that is non-investment related. 25% ownership / Partner. Start date of July 2016. 1 hour spent a month on this business and 0 hours devoted during trading hours. Executive decision-making duties.
CRS (Client Relationship Summary) - RIA
Click below to view Harrison Todd Kephart's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
August 31, 2009 - Present
RETIREMENT INCOME SOLUTIONS, INC.
Office #1: 2301 Platt Road Suite 300, Ann Arbor, MI 48104RIA
CRD#: 110145
ANN ARBOR, MI
Past
October 28, 2005 - August 14, 2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
ANN ARBOR, MI
Past
April 8, 2005 - October 27, 2005
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
ANN ARBOR, MI
Past
August 1, 1995 - August 14, 2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
ANN ARBOR, MI
Past
September 21, 1992 - October 19, 1993
SEI INVESTMENTS DISTRIBUTION CO.
BD
CRD#: 10690
OAKS, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RETIREMENT INCOME SOLUTIONS, INC.
RETIREMENT INCOME SOLUTIONS, INC.
CRD#: 110145 / SEC#: 801-71319
RIA
Registered Investment Advisory firm - (4/12/2010 Approved)California
Registered Investment Advisory firm - (4/29/2010 Terminated)Illinois
Registered Investment Advisory firm - (3/18/2010 Terminated)Texas
Registered Investment Advisory firm - (3/24/2010 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/31/2009)
IAR
Michigan(3/23/2010)
IAR
Texas(4/4/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RETIREMENT INCOME SOLUTIONS, INC.
RETIREMENT INCOME SOLUTIONS, INC.
CRD#: 110145 / SEC#: 801-71319
RIA
Registered Investment Advisory firm - (4/12/2010 Approved)California
Registered Investment Advisory firm - (4/29/2010 Terminated)Illinois
Registered Investment Advisory firm - (3/18/2010 Terminated)Texas
Registered Investment Advisory firm - (3/24/2010 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2301 Platt Road Suite 300, Ann Arbor, MI 48104
Mailing Address
Phone number
(734) 769-7727
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,268 |
| AUM (Assets Under Management) | $ 2,656,768,805 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/07/2025 | ||
| 10/09/2024 | ||
| 10/10/2023 | ||
| 12/03/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
RETIREMENT INCOME SOLUTIONS, INC.
CRD#: 110145Ann Arbor, MI 48104TRUST BUT VERIFY
Monitor Harrison Kephart
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
