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Strong Retirement Solutions

Updated today

Client assets under management

$156,528,430

Clients

388

14% high-net worth

Advisors

5

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

78

High

Average account size

$403,424

About

Strong Retirement Solutions serves individual and high‑net‑worth clients with discretionary portfolio management and financial planning and consulting services, including retirement-oriented planning, estate planning, and recommendations on investment products such as annuities. The firm requires a $500,000 minimum to open and maintain an advisory account.

The firm tailors investment advice to each client’s objectives, time horizon, and risk tolerance and employs a range of strategies — including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases — to construct and manage portfolios. Strong Retirement Solutions primarily manages assets on a discretionary basis and may recommend SEC‑registered third‑party sub‑advisors for portions of client portfolios while retaining supervisory responsibility and incorporating sub‑advisor fees into its advisory arrangements.

Notable distinctions in the brochure include that the firm is newly formed and SEC‑registered (founded May 2025) yet reported $166.1 million in discretionary AUM as of March 2026, and that some representatives are licensed insurance agents who may offer commissionable products (the brochure indicates up to 30% of their time could be spent on that activity). The firm also discloses the use of service providers that incorporate artificial intelligence and machine‑learning components and describes periodic due diligence to address related data accuracy and security risks.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities Wealth management

Fee options

Fixed

Fixed fees for financial planning projects ranging from $2,500 to $5,000 per project.

Percentage

Up to 2.00% annually (maximum) - fees are negotiable and based on asset size and complexity

Project-based

$300 - $500 per hour for financial planning services, depending on negotiation.

Other

Account minimum: $500,000 Fee-only: Asset management fees charged quarterly in advance, based on asset size and complexity, with maximum annual fee of 2.00%. Financial planning fees charged as fixed fees ($2,500 to $5,000 per project) or hourly fees ($300 - $500 per hour). Fees are negotiable.

Main office location

Strong Retirement Solutions

Bremerton WA, United States

Number of offices

2

Most active in

Illinois · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kevin P

Series 63, Series 65

Bloomington, IL

Strong Retirement Solutions

Kevin Pummill is a financial advisor at Strong Retirement Solutions in Bloomington, IL, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at American Senior Benefits and Bankers Life, where he has worked since 2019. Outside of advisory activities, he is also an insurance agent specializing in Medicare, long-term care, life insurance, and annuities. Strong Retirement Solutions serves individual and high-net-worth clients by providing discretionary portfolio management, investment advice, and financial planning through a team of five advisors. The firm customizes investment strategies to client objectives and risk tolerance, often employing third-party sub-advisors under discretionary authority.

Annuities Wealth management
user avatar

Caleb G

Series 65

Bloomington, IL

Strong Retirement Solutions

Caleb Graybeal is a financial advisor at Strong Retirement Solutions with a Series 65 credential and no prior industry experience before joining the firm. His work history includes roles at American Senior Benefits, where he serves as an insurance agent and field trainer focusing on Medicare, long-term care, life insurance, and annuities, as well as previous positions at State Farm. Strong Retirement Solutions serves individual and high-net-worth clients by providing discretionary portfolio management, investment advice, and financial planning through a team of five advisors. The firm tailors investment strategies to clients’ objectives and risk tolerance, often incorporating third-party sub-advisors under discretionary authority.

Annuities Wealth management
user avatar

Jeffrey A

Series 63, Series 65

Bloomington, IL

Strong Retirement Solutions

Jeffrey Augspurger is a financial advisor at Strong Retirement Solutions with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in several business ventures, including ownership of Augspurger Farms, an agricultural business, and a silent partnership in a bitcoin mining company. Strong Retirement Solutions serves individual and high-net-worth clients by providing discretionary portfolio management, investment advice, and financial planning through a team-based approach. The firm tailors investment strategies to client objectives and typically manages accounts on a discretionary basis, often integrating third-party sub-advisors.

Annuities Wealth management
user avatar

Matthew A

Series 66

Bremerton, WA

Strong Retirement Solutions

Matthew Augspurger is a financial advisor at Strong Retirement Solutions with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Grounded Oaks Capital Management Inc and Nepsis, Inc. Outside of his advisory roles, he is a minority owner of Grounded Oaks Capital Management and a co-owner of Five Musketeers LLC, a real estate management entity. Strong Retirement Solutions serves individual and high-net-worth clients by providing discretionary portfolio management, investment advice, and financial planning through a team-based approach. The firm tailors investment strategies to client objectives and risk tolerance, often integrating third-party sub-advisors under discretionary authority.

Annuities Wealth management
user avatar

Jason S

Series 65

Bloomington, IL

Strong Retirement Solutions

Jason Strough is a financial advisor with Strong Retirement Solutions in Bloomington, IL, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Nepsis, Inc., Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Edelman Inc. In addition to his advisory work, he is a licensed insurance agent offering life, disability, and health insurance products. Strong Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management, investment advice, and financial planning through a team of five advisors. The firm employs tailored investment strategies and often integrates third-party sub-advisors under discretionary authority.

Annuities Wealth management
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