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Clinton William Coburn

THE Retirement Solution LLC

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About Clinton William Coburn

Clinton Coburn is a financial advisor with The Retirement Solution LLC. Clinton has been in the industry for over 6 years, having worked previously at Merrill Lynch and Edward Jones. Clinton holds the Series 7 and 66 licenses and the SIE exam. Clinton specializes in providing financial planning and portfolio management services for both individuals and high-net-worth individuals. The Retirement Solution LLC provides financial planning, portfolio management, and publication of periodicals.

Firm Information

Clinton Coburn is currently registered with THE Retirement Solution LLC. THE Retirement Solution LLC is a retirement planning firm headquartered in Redmond, OH. The firm provides financial planning, portfolio management for individuals, and other advisory services. They have over 1,000 clients, primarily individuals (both high-net-worth and other) and charitable organizations. Their regulatory assets under management total over $475 million. The firm is registered with the SEC.
THE Retirement Solution LLC

18300 REDMOND WAY

REDMOND, OH 98052

$475.26M

Assets Under Management

93

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Clinton Coburn’s Registration & Firm History

WA

04/27/2023 - Present

THE Retirement Solution LLC (MILL CREEK WA)

WA

12/24/2019 - 10/14/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAMMAMISH WA)

WA

02/08/2017 - 10/07/2019

EDWARD JONES (KIRKLAND WA)

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Licenses & Designations

BOTH

Issued 05/19/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clinton William Coburn.
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