Cynthia Mueller has been an investment adviser representative at The Retirement Solution since August 2013, and is not listed among the firm’s executive officers or direct owners.
The Retirement Solution LLC is a Redmond, WA firm with $699M under management, 824 clients and 15 advisers across 5 offices, as of its May 2026 filing.
Cindy Mueller is Tax Advisor and Financial Planner of The Retirement Solution. She joined the firm in 2008. She offers clients counsel in personal finance, investment advisory services, estate planning, and retirement planning.
Cynthia Mueller’s longest registration is the current one, 13 years at The Retirement Solution since 2013. Before joining The Retirement Solution in 2013, Cynthia Mueller was registered through Pacific West Financial Consultant Inc and Ameriprise Financial Services, Inc.
- The Retirement Solution LLCCurrent– present · 13 yearsRedmond, WA · Adviser representative · Firm CRD 148106
- Pacific West Financial Consultant Inc– · under a yearRenton, WA · Adviser representative · Firm CRD 108728
- Ameriprise Financial Services, Inc.– · under a yearBellevue, WA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Cynthia Mueller is registered as an investment adviser representative in 4 states. The first approvals date from August 2013; the most recent is Arizona, in November 2023.
- ArizonaSince 17 November 2023
- New YorkSince 2 November 2023
- TexasSince 1 September 2021
- WashingtonSince 8 August 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 26 December 2007 |
| Series 7 | General Securities Representative Examination | 10 December 2007 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Cynthia Aspitarte Mueller
- CRD
- 5364693
- Firm
- The Retirement Solution · CRD 148106
- Office
- 18300 REDMOND WAY, SUITE 250, Redmond, WA 98052
- Registration
- Investment adviser registration
- In the industry since
- June 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theretirementsolution.com
Where does Cynthia Mueller work?
Cynthia Mueller is an investment adviser representative registered through The Retirement Solution LLC since August 2013, and is not listed among the firm’s executive officers or direct owners.
Is Cynthia Mueller a financial advisor?
Yes. Cynthia Mueller has a current investment-adviser registration in Arizona, New York, Texas and Washington, through The Retirement Solution since August 2013.
How many years of experience does Cynthia Mueller have?
Cynthia Mueller has 17 years in the financial industry, since June 2009, across 3 adviser firms.
What exams has Cynthia Mueller passed?
Cynthia Mueller has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2007.
Where did Cynthia Mueller work before The Retirement Solution?
Before The Retirement Solution, Cynthia Mueller was registered through Absolute Return Solutions, Inc., December 2008 to July 2012; Pacific West Financial Consultant Inc, June 2008 to December 2008; Ameriprise Financial Services, Inc., November 2007 to November 2007.
Where is Cynthia Mueller based?
Cynthia Mueller’s registered office is in Redmond, WA.
Is Cynthia Mueller registered with FINRA?
No. Cynthia Mueller has no current broker registration.
How can I verify Cynthia Mueller’s record?
Search CRD 5364693 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cynthia Mueller’s full registration record.
- Thomas BlackPresident, Financial Planner
- Brian PetraitisChief Compliance Officer
James BlackCEO, Financial Planner