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Sean Michael Closson

The Retirement Solution LLC

Redmond, WA

CRD 8000460

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Employer firm

The Retirement Solution LLC CRD 148106

$699M regulatory AUM 108 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • CONSULTING; TAX-MANAGED INDEXING; ESTATE PLANNING COORDINATION

From the firm’s Form ADV. Read the guides:

Current Employers
The Retirement Solution Llc

18300 Redmond Way Suite 250, Redmond, WA 98052 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-10-31
  • WA RA
    APPROVED
    Since 2024-10-31

Branch Locations

18300 Redmond Way Suite 250, Redmond, WA 98052 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Retirement Solution Llc Redmond WA 07/2021 Present
The Silver Cloud Inn Lake Union Seattke WA 07/2015 07/2021
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-29
  • S65 Uniform Investment Adviser Law Examination
    2024-07-29

View on SEC IAPD

Nearby Firms

SUNRISE PLANNING & ADVISORY LLC
FIREBRAND WEALTH MANAGEMENT, LLC
EDWARD JONES

Nearby Investors

RICHARD LLOYD MILLER
AMY BARBARA BARNES
SUZANNE FLOY BOTTOMS

Nearby Offices

SUNRISE PLANNING & ADVISORY LLC · REDMOND, WA
FIREBRAND WEALTH MANAGEMENT, LLC · REDMOND, WA
EDWARD JONES · REDMOND, WA

More in Redmond, WA

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