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Travis Johnson

THE Retirement Solution LLC

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About Travis Johnson

Travis Johnson is a financial advisor with The Retirement Solution LLC, a registered investment advisor firm located in Redmond, Washington. Travis has been in the financial industry for over four years and holds the Series 7TO, Series 66 and SIE licenses. He specializes in financial planning, portfolio management for individuals, and publication of periodicals. His firm offers a range of services, including consulting, financial planning, and portfolio management. Travis primarily works with high-net-worth individuals and individuals other than high-net-worth.

Firm Information

Travis Johnson 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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Travis Johnson’s Registration & Firm History

WA

11/19/2019 - Present

THE Retirement Solution LLC (MILL CREEK WA)

WA

01/03/2019 - 11/07/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FEDERAL WAY WA)

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Licenses & Designations

BOTH

Issued 02/01/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/03/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/26/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Travis Johnson.
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