Best Investors Account Sign in
Current Employers
Ideal Retirement Solutions

17896 Toledo Blade Blvd, Port Charlotte, FL 33948 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-23
  • FL RA
    APPROVED
    Since 2025-04-23

Branch Locations

17896 Toledo Blade Blvd, Port Charlotte, FL 33948 • 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
Modern Woodmen Of America Rock Island IL 04/2017 08/2019
Petsmart Llc Sarasota FL 05/2011 02/2017
Mwa Financial Services, Inc. Rock Island IL 06/2017 08/2019
Ideal Retirement Solutions, Llc Port Charlotte FL 06/2019 Present
Portfolio Medics Bonita Springs FL 05/2021 Present
Alphastar Capital Management, Llc Port Charlotte FL 01/2020 Present
Ideal Retirement Solutions, Llc Port Charlotte FL 10/2024 Present
  • 04/2017 → 08/2019
    Modern Woodmen Of America
    Rock Island, IL
  • 05/2011 → 02/2017
    Petsmart Llc
    Sarasota, FL
  • 06/2017 → 08/2019
    Mwa Financial Services, Inc.
    Rock Island, IL
  • 06/2019 → Present
    Ideal Retirement Solutions, Llc
    Port Charlotte, FL
  • 05/2021 → Present
    Portfolio Medics
    Bonita Springs, FL
  • 01/2020 → Present
    Alphastar Capital Management, Llc
    Port Charlotte, FL
  • 10/2024 → Present
    Ideal Retirement Solutions, Llc
    Port Charlotte, FL
Previous Registrations
Other Businesses

Dual registered with Alphastar Capital Management as an IAR. In this position Mr. Cyr transacts in Alternative Products. He spends approximately 20 hours a month in this endeavor during both market and non-market hours. Ideal Retirement Solutions Investment related: Yes (Strictly insurance sales) 1620 Tamiami Trail #100 Port Charlotte, FL 33948; Insurance sales (Life & Annuity) 50%; Member Owner since inception 08/01/2019; He works 40-50 hours per week and anticipates roughly 25% of that will be spent working with insurance-based products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-19
  • S65 Uniform Investment Adviser Law Examination
    2019-12-19

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Port Charlotte, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor