The Retirement Solution LLC

The Retirement Solution LLC (CRD# 148106) is a financial advisory firm headquartered in Redmond, WA. They manage $475,260,153 in 2,728 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    475
    MILLION
  • Total Number of Accounts
    2,728
    ACCOUNTS
  • Average Account Value
    $174,216
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, NH, NY, OR, TX, UT, WA

Financial Advisors at The Retirement Solution LLC
Showing 1 - 10 of 11 top financial advisors.
1
James L. Black
CRD#: 2156347
18300 Redmond Way, Suite 250, Redmond, WA 98052

James Black (CRD# 2156347) is an Investment Advisor Representative working at The Retirement Solution LLC in Redmond, WA and has over 19 years of experience in the finance industry.

2
Thomas A. Black
CRD#: 2450163
18300 Redmond Way, Suite 250, Redmond, WA 98052

Thomas Black (CRD# 2450163) is an Investment Advisor Representative working at The Retirement Solution LLC in Redmond, WA and has over 8 years of experience in the finance industry.

3
Travis Johnson
CRD#: 7035529
1600 Bothell Everett Highway, Suite 111, Mill Creek, WA 98012

Travis Johnson (CRD# 7035529) is an Investment Advisor Representative working at The Retirement Solution LLC in Mill Creek, WA and has over 5 years of experience in the finance industry.

4
Cynthia A. Mueller
CRD#: 5364693
18300 Redmond Way, Suite 250, Redmond, WA 98052

Cynthia Mueller (CRD# 5364693) is an Investment Advisor Representative working at The Retirement Solution LLC in Redmond, WA and has over 16 years of experience in the finance industry.

5
Matthew R. Perrone
CRD#: 6584699
18300 Redmond Way, Suite 250, Redmond, WA 98052

Matthew Perrone (CRD# 6584699) is an Investment Advisor Representative working at The Retirement Solution LLC in Redmond, WA and has over 8 years of experience in the finance industry.

6
Shane C. Perry
CRD#: 7075292
18300 Redmond Way, Suite 250, Redmond, WA 98052

Shane Perry (CRD# 7075292) is an Investment Advisor Representative working at The Retirement Solution LLC in Redmond, WA and has over 5 years of experience in the finance industry.

7
Carin D. Sevigny
CRD#: 6108800
18300 Redmond Way, Suite 250, Redmond, WA 98052

Carin Sevigny (CRD# 6108800) is an Investment Advisor Representative working at The Retirement Solution LLC in Redmond, WA and has over 10 years of experience in the finance industry.

8
Jared T. Black
CRD#: 7534880
18300 Redmond Way, Suite 250, Redmond, WA 98052

Jared Black (CRD# 7534880) is an Investment Advisor Representative working at The Retirement Solution LLC in Redmond, WA and has 1 year of experience in the finance industry.

9
Jared Kowalske
CRD#: 7820834
18300 Redmond Way, Suite 250, Redmond, WA 98052

Jared Kowalske (CRD# 7820834) is an Investment Advisor Representative working at The Retirement Solution LLC in Redmond, WA and has 1 year of experience in the finance industry.

10
Kyle B. Nelson
CRD#: 6813414
18300 Redmond Way, Suite 250, Redmond, WA 98052

Kyle Nelson (CRD# 6813414) is an Investment Advisor Representative working at The Retirement Solution LLC in Redmond, WA and has 1 year of experience in the finance industry.

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