Karen Ann Chapell
Investment adviser representative at Retirement Income Solutions, Inc.
14 yearsExperience
3 statesRegistered in
$3BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Retirement Income Solutions, Inc.Aug 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 3 states (CA, MI, TX).
Retirement Income Solutions, Inc.
$3BAssets managed
1,274Clients
16Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2287437
- Firm CRD
- 110145