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Cynthia Aspitarte Mueller

THE Retirement Solution LLC

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About Cynthia Aspitarte Mueller

Cynthia Mueller is a financial advisor with The Retirement Solution LLC. Cynthia has over 15 years of experience in the financial services industry. Cynthia specializes in providing financial planning and portfolio management services to individuals and families. She also offers consulting services and educational seminars. Cynthia holds Series 7 and Series 66 licenses and is a Certified Financial Planner. Prior to joining The Retirement Solution LLC, Cynthia worked for several other financial firms, including USA Financial Securities Corporation, Pacific West Securities, Inc., MML Investors Services, Inc., and Ameriprise Financial Services, Inc. Cynthia is committed to helping her clients achieve their financial goals.

Firm Information

Cynthia Mueller 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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Cynthia Mueller’s Registration & Firm History

OH

08/08/2013 - Present

THE Retirement Solution LLC (REDMOND OH)

WA

02/24/2009 - 09/08/2009

USA FINANCIAL SECURITIES CORPORATION (REDMOND WA)

WA

06/16/2008 - 12/31/2008

PACIFIC WEST SECURITIES, INC. (REDMOND WA)

WA

01/23/2008 - 04/08/2008

MML INVESTORS SERVICES, INC. (SEATTLE WA)

WA

12/12/2007 - 02/07/2008

AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 12/26/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/10/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cynthia Aspitarte Mueller.
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