Sean Closson
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
1 year
Sean Closson is a financial advisor at The Retirement Solution LLC with one year of industry experience. He holds a Series 65 designation and has been with the firm since 2021. Prior to joining The Retirement Solution LLC, he worked at The Silver Cloud Inn Lake Union from 2015 to 2021. 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, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $573 million in discretionary assets and uses model-based portfolio allocations that combine 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)
18300 Redmond Way, Suite 250
Redmond, WA 98052
Washington
The Retirement Solution LLC
2021 - Present (5 years)
The Silver Cloud Inn Lake Union
2015 - 2021 (6 years)
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Is active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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
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