Amy K. Holzer

RETIREMENTOME SOLUTIONS

ANN ARBOR, MI 48104

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CRD#: 4862212

Professional summary

Amy Kim Holzer, AIF®, who also goes by Amy Kim Finke, is a registered financial advisor currently at RETIREMENT INCOME SOLUTIONS, INC. located in Ann Arbor, Michigan.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Amy has worked at 4 firms and has passed the Series 66, Series 7TO, Series 99TO, SIE, Series 7, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amy Kim Finke

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.

RECEIVES INCOME FROM RENTAL HOUSE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Kim Holzer's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

May 3, 2021 - Present

RETIREMENT INCOME SOLUTIONS, INC.

Office #1: 2301 Platt Road Suite 300, Ann Arbor, MI 48104

RIA

CRD#: 110145

ANN ARBOR, MI

Past

January 27, 2010 - April 23, 2021

PARKLAND SECURITIES, LLC

CRD#: 115368

ANN ARBOR, MI

Past

February 9, 2009 - April 23, 2021

SPC

RIA

CRD#: 110692

ANN ARBOR, MI

Past

February 4, 2008 - April 23, 2021

SIGMA FINANCIAL CORPORATION

CRD#: 14303

ANN ARBOR, MI

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.

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(5/3/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/18/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/1/2024

General Securities Representative Examination

General Industry/Product Exam

Series 99TO

Date: 3/1/2024

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/1/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/1/2024

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 3/1/2024

Registered Options Principal Examination

Current Firm

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)

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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

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RIS ADV 3.27.2025 (3/27/2025)

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	Cover Page	Report
10/09/2024	Cover Page	Report
10/10/2023	Cover Page	Report
12/03/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Amy K. Holzer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Kim Holzer's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARKLAND SECURITIES, LLC

SPC

SIGMA FINANCIAL CORPORATION

Primary Firm SEC Registration

RETIREMENT INCOME SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/18/2008

Series 7TO

Date: 3/1/2024

Series 99TO

Date: 3/1/2024

SIE

Date: 10/1/2018

Series 7

Date: 2/1/2008

Series 24

Date: 3/1/2024

Series 4

Date: 3/1/2024

Current Firm

RETIREMENT INCOME SOLUTIONS, INC.

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

RETIREMENT INCOME SOLUTIONS, INC.

TRUST BUT VERIFY

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