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Heather M Carlson

THE Retirement Solution LLC

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About Heather M Carlson

Heather Carlson is an investment advisor representative associated with The Retirement Solution LLC. Heather has been in the financial industry since 2002 and has a combined experience of 21 years in the industry. Heather holds a Series 66, Series 7, and SIE licenses, along with other designations. She is registered with the state of Washington and is currently active in the state. Heather Carlson specializes in providing financial planning, portfolio management for individuals and businesses, and offers consulting services. The Retirement Solution LLC is a firm that provides financial planning and portfolio management services to both individuals and businesses. They have approximately 93 clients and $475,260,153 in regulatory assets under management. The firm specializes in serving individuals, charitable organizations, high-net-worth individuals, and corporations or other businesses.

Firm Information

Heather Carlson 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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Heather Carlson’s Registration & Firm History

OH

11/06/2023 - Present

THE Retirement Solution LLC (REDMOND OH)

WA

11/07/2016 - 08/07/2023

LPL FINANCIAL LLC (BELLEVUE WA)

WA

02/15/2002 - 11/09/2016

WADDELL & REED (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 06/14/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Heather M Carlson.
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