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The Retirement Solution LLC CRD 148106
$699M regulatory AUM 108 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
18300 Redmond Way Suite 250, Redmond, WA 98052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-04-27 |
Branch Locations
18300 Redmond Way Suite 250, Redmond, WA 98052 • United States
1110 North Center Parkway Suite A2, Kennewick, WA 99336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Ag | Pasco | WA | 04/2012 | 09/2020 |
| Brigham Young University | Rexburg | ID | 09/2020 | 03/2021 |
| Assure | Salt Lake City | UT | 04/2021 | 03/2022 |
| The Retirement Solution | Redmond | WA | 03/2022 | 10/2024 |
| The Retirement Solution Inc. | Redmond | WA | 03/2022 | Present |
| The Retirement Solution | Redmond | WA | 10/2024 | Present |
THE RETIREMENT SOLUTION, LLC. INVESTMENT RELATED, LICENSED INSURANCE AGENT, RECOMMENDS AND SELLS INSURANCE PRODUCTS TO CLIENTS AND RECEIVES COMMISSIONS FROM INSURANCE SALES. CLIENTS ARE NOT REQUIRED TO PURCHASE RECOMMENDED INSURANCE PRODUCTS THROUGH THE REPRESENTATIVE AND MAY PURCHASE SUCH PRODUCTS FROM UNAFFILIATED INSURANCE AGENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-31 |
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