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Sean Michael Closson

THE Retirement Solution LLC

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About Sean Michael Closson

Sean Closson is an Investment Advisor Representative at The Retirement Solution LLC, registered in Washington. Sean has been in the industry since July 2021. Sean has experience in various areas, including financial planning and portfolio management for individuals. Sean holds the Series 65 license and has worked with various companies, including The Retirement Solution LLC, The Silver Cloud Inn Lake Union, and Kent Confort Inn. The Retirement Solution LLC offers a variety of services, including financial planning, portfolio management, and consulting. The firm has a strong track record of success in helping clients reach their financial goals.

Firm Information

Sean Closson 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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Sean Closson’s Registration & Firm History

WA

10/31/2024 - Present

THE Retirement Solution LLC (REDMOND WA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Michael Closson.
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