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Thomas Alan Black

THE RETIREMENT SOLUTION LLC·REDMOND, Ohio
Series 3, Series 65Clean record10 years registeredTHE RETIREMENT SOLUTION LLC
18300 REDMOND WAY, REDMOND, OH 98052CRD# 2450163Firm CRD# 148106

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Alan Black · REDMOND, OH
Registration
CRD #2450163 · THE RETIREMENT SOLUTION LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

THE RETIREMENT SOLUTION LLC
Sep 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 65
Registration record
First registered · September 11, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE RETIREMENT SOLUTION LLC
CRD 148106 · SEC 801-113783
AUM
$475M
Regulatory assets under management
Employees
31
2,728 client accounts
Services offered by THE RETIREMENT SOLUTION LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE RETIREMENT SOLUTION LLC →
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05

Frequently Asked Questions

What services does Thomas Alan Black offer?
Thomas Alan Black specializes in Financial Planning, Investment Management. Contact their office in REDMOND, Ohio for a consultation.
What are Thomas Alan Black's credentials?
Thomas Alan Black is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Alan Black located?
Thomas Alan Black is based in REDMOND, Ohio, working with THE RETIREMENT SOLUTION LLC. Their office serves clients in the REDMOND metropolitan area and surrounding communities.
How does Thomas Alan Black charge for services?
Thomas Alan Black's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE RETIREMENT SOLUTION LLC?
THE RETIREMENT SOLUTION LLC has approximately 31 employees and manages $475M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE RETIREMENT SOLUTION LLC

Carin Diane Sevigny
REDMOND, WA
James Leroy Black
REDMOND, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
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