TrueAdvisor
TrueAdvisor
HC
HC

Heather M Carlson

The Retirement Solution LLC
23 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
The Retirement Solution LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
860 clients
Average Client Portfolio
$667K average
Assets Under Management
$573.3M

Fee Structure

Minimum Investment:None

Location

18300 Redmond Way, Suite 250, Redmond, WA, 98052

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Retirement Solution LLC
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
B3 Wealth Strategies
July 2019 - October 2023 · 4 yrs 3 mos
LPL Financial LLC
November 2017 - December 2019 · 2 yrs 1 mo
Financial Advocates Investment Management
November 2016 - October 2019 · 2 yrs 11 mos
LPL Financial LLCBroker
November 2016 - August 2023 · 6 yrs 9 mos
Waddell & Reed
June 2002 - November 2016 · 14 yrs 5 mos
Waddell & ReedBroker
February 2002 - November 2016 · 14 yrs 9 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.