Shane Christopher Perry

Current Employers

Employment History

• 02/2019 → Present
  The Retirement Solution Inc.
  Redmond, WA
• 02/2014 → 02/2019
  The Retirement Solution Inc.
  Redmond, WA
• 05/2020 → Present
  The Retirement Solution
  Redmond, WA

Other Businesses

I provide tax return processing and filings for a small group of close family and friends. Some of these clients pay a nominal fee to cover the cost of the filing. On certain investments I receive an overall monthly bonus based on total new assets the firm processes. Shane Christopher Perry is a Member of The Society for Financial Awareness (SOFA) of the Greater Seattle Area. This is a non-profit organization whose mission is to provide free financial education to employees of local businesses to increase financial literacy. As a Member, Shane pays an annual fee and does not receive any compensation for his role with SOFA. His activities as a member comprise approximately of 1% of his time. Shane Christopher Perry is a licensed insurance agent. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and can be a conflict of interest, as commissionable products can be a conflict with the fiduciary duties of a registered investment adviser. TRS always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any TRS representative in such individuals outside capacities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-11