Jared Kowalske
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.
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
Redmond, WA 98052
Credentials
Series 65
Industry experience
2 years
Jared Kowalske is a financial advisor at The Retirement Solution LLC based in Redmond, WA. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at AppleOne Employment Services, Keyston Bros., and several other firms. 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, estates, and organizations. The firm manages approximately $573 million in discretionary assets and utilizes model-based portfolio allocations that incorporate fundamental and technical analysis to balance upside potential with downside risk.
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)
18300 Redmond Way, Suite 250
Redmond, WA 98052
Washington
The Retirement Solution
2024 - Present (2 years)
The Retirement Solution Inc.
2023 - Present (3 years)
The Retirement Solution
2021 - 2024 (3 years)
AppleOne Employment Services
2021 - 2021 (1 year)
Keyston Bros.
2020 - 2021 (1 year)
Swiss Post Service
2020 - 2020 (1 year)
Seattle Credit Union
2020 - 2020 (1 year)
Ricoh USA Inc.
2020 - 2020 (1 year)
eFinancial
2019 - 2019 (1 year)
Sandcastle Field Services
2017 - 2019 (2 years)
Ascension Logistics
2016 - 2016 (1 year)
Best Buy
2013 - 2016 (3 years)
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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.
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