Thomas Alan Black

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → Present
  The Retirement Solution Inc.
  Redmond, WA
• 08/2015 → 12/2017
  Retirement Income Solutions Inc.
  Redmond, WA
• 01/2021 → Present
  The Retirement Solution Inc.
  Redmond, WA

Other Businesses

Thomas Alan Black 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
  2015-09-11

Other Names

• Tom Black