Evelyn E. Breen

RETIREMENTOME SOLUTIONS

Ann Arbor, MI 48104

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CRD#: 5075239

Professional summary

Evelyn Elizabeth Breen, who also goes by Evelyn Elizabeth Mccabe, is a registered financial advisor currently at RETIREMENT INCOME SOLUTIONS, INC. located in Ann Arbor, Michigan.

Evelyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Evelyn has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Evelyn Elizabeth Mccabe

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evelyn Elizabeth Breen'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®

None

Experience

Current

May 4, 2022 - Present

RETIREMENT INCOME SOLUTIONS, INC.

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

RIA

CRD#: 110145

Ann Arbor, MI

Past

April 27, 2016 - April 29, 2022

DIAMANT ASSET MANAGEMENT, INC.

RIA

CRD#: 107788

RIDGEFIELD, CT

Past

April 26, 2016 - December 31, 2017

DIAMANT INVESTMENT CORPORATION

CRD#: 7047

GREENWICH, CT

Past

January 28, 2015 - April 25, 2016

WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC.

CRD#: 13645

GREENWICH, CT

Past

September 8, 2014 - April 25, 2016

WRIGHT INVESTORS SERVICE INC

RIA

CRD#: 106302

GREENWICH, CT

Past

October 31, 2013 - August 20, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

WESTPORT, CT

Past

September 4, 2013 - August 20, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

WESTPORT, CT

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

California
(3/25/2025)

IAR

Michigan
(5/4/2022)

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: 10/30/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/30/2013

General Securities Representative 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

Evelyn E. Breen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evelyn Elizabeth Breen's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIAMANT ASSET MANAGEMENT, INC.

DIAMANT INVESTMENT CORPORATION

WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC.

WRIGHT INVESTORS SERVICE INC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

RETIREMENT INCOME SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/30/2013

SIE

Date: 12/31/2017

Series 7

Date: 8/30/2013

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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