Advisor at The Retirement Solution LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Retirement Solution LLC
Location
Mount Vernon, WA 98273
Credentials
CFP®, Series 66
Industry experience
4 years
David Granger is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with The Retirement Solution LLC and has prior experience at Kestra Investment Services and Saturna Capital. Before entering financial services, he worked in various roles including at Pizza Hut and Bellingham Auto Auction. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs model-based portfolio construction using mutual funds and ETFs, combining fundamental and technical analysis with strategic asset allocation.
Based on The Retirement Solution LLC
Based on The Retirement Solution LLC
One-time $1,500 fee for estate planning coordination services (Wealth.com platform)
Commissions on insurance products based on premium paid; up-front and/or trail commissions
Fee-only: Fixed fees for financial planning; ongoing financial planning fees per The Retirement Club Agreement (negotiable, fixed fee basis)
1600 Continental Place, #105
Mount Vernon, WA 98273
Washington
The Retirement Solutions
2026 - Present (1 year)
Kestra Investment Services, LLc
2025 - 2025 (1 year)
Kestra Advisory
2025 - 2025 (1 year)
Saturna Capital
2024 - 2025 (1 year)
Saturna Capital Corporation
2022 - 2024 (2 years)
Saturna Brokerage Services
2022 - 2025 (3 years)
Saturna Capital Corporation
2021 - 2022 (1 year)
Saturna Brokerage Services
2021 - 2022 (1 year)
Pizza Hut
2019 - 2021 (2 years)
Papa John's Pizza
2017 - 2019 (2 years)
Bellingham Auto Auction
2006 - 2017 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Mount Vernon, WA
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CFP®, Series 63, Series 65
La Conner, WA
Sequoia Planning & Investments LLC
Series 63, Series 65
Burlington, WA
Prism Capital Management
Series 66
La Conner, WA
Tamalpais Asset Management
Series 66
Burlington, WA
key Investment Services LLC
Series 63, Series 65
Mount Vernon, WA
Royal Fund Management, LLC
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