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Mark Henry Peyser

Investment Adviser Representative at Retirement Income Solutions, Inc.

Ann Arbor, MICRD #6388817Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Mark Henry Peyser is an investment adviser representative with Retirement Income Solutions, Inc. in Ann Arbor, MI, where they have been registered since 2023. They have worked in the securities industry since 2015 and were previously registered with Mcdonald Partners LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Michigan.

Office

2301 Platt Road, Suite 300
Ann Arbor, MI 48104

Advisors at this office: 14

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/21/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 4/7/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/17/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Retirement Income Solutions, Inc.Current
6/1/2023 – Ann Arbor, MI
Mcdonald Partners LLC
12/22/2021 – 4/27/2023Ann Arbor, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Jpmorgan Investment Management Inc.
    Aug 2014 – Mar 2021Chicago, IL
  2. J.p. Morgan Institutional Invesments Inc.
    Aug 2014 – Mar 2021Chicago, IL
  3. Unemployed
    Mar 2021 – Oct 2021Ann Arbor, MI
  4. Mcdonald Partners LLC
    Oct 2021 – Apr 2023Cleveland, OH
  5. Retirement Income Solutions, Inc.
    Jun 2023 – no end date reportedAnn Arbor, MI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Retirement Income Solutions, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$750,000
Firm's annual rate schedule by assets
  • First $1,000,0001.00%
  • $1,000,000 to $2,000,0000.80%
  • Over $2,000,0000.60%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
16
Offices listed on AdvisorFinder:
1
Main office:
Ann Arbor, MI
SEC file number:
801-71319

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 13, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Henry Peyser has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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