Amy Kim Holzer
Investment adviser representative at Retirement Income Solutions, Inc.
22 yearsExperience
1 stateRegistered 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
22 years in the industry.
- Retirement Income Solutions, Inc.Apr 2021 to now
- Parkland SecuritiesAug 2014 to Apr 2021
- SpcAug 2005 to Apr 2021
- Sigma Financial CorporationSep 2004 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 4862212
- Firm CRD
- 110145