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John William Bailey

Investment adviser representative at Retirement Income Solutions, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3BFirm assets

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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

10 years in the industry.

  1. Retirement Income Solutions, Inc.Apr 2023 to now
  2. Retirement Income Solutions, Inc.Apr 2020 to Mar 2023
  3. Old National BankSep 2018 to Mar 2020
  4. Bailey Telecommunications LLCDec 2017 to Sep 2018
  5. Carrabba's Italian GrillApr 2016 to Dec 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 2 states (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
7257172
Firm CRD
110145
Advisor's SEC record (opens in a new tab)
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