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RETIREMENT INCOME STRATEGIES, LLC

EVANSVILLE, WI · CRD 318052 · IAPD ↗ · ri-strategies.com · 608-208-1800

$159.0MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2025 — RETIREMENT INCOME STRATEGIES, LLC reported RAUM up 32% ($117.2M -> $154.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.