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).
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Total Assets Under Management475MILLION
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Total Number of Accounts2,728ACCOUNTS
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Average Account Value$174,216
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, FL, ID, NH, NY, OR, TX, UT, WA
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.
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.
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.
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.
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.
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.
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.
Jared Black (CRD# 7534880) is an Investment Advisor Representative working at The Retirement Solution LLC in Redmond, WA and has over 2 years of experience in the finance industry.
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.
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.