David Granger has been an investment adviser representative at The Retirement Solution since January 2026, 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.
David Granger’s longest registration was 3 years at Saturna Capital Corporation (2022–2025). Before joining The Retirement Solution in 2026, David Granger was registered through Kestra Advisory Services, LLC and Saturna Capital Corporation.
- The Retirement Solution LLCCurrent– present · under a yearMount Vernon, WA · Adviser representative · Firm CRD 148106
- Kestra Advisory Services, LLC– · under a yearAnacortes, WA · Adviser representative · Firm CRD 283330
- Saturna Capital Corporation– · 3 yearsBellingham, WA · Adviser representative · Firm CRD 25586
Investment adviser representative registrations
David Granger is registered as an investment adviser representative in Washington, since January 2026.
- WashingtonSince 16 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 4 March 2022 |
| Series 7TO | General Securities Representative Examination | 18 November 2021 |
| SIE | Securities Industry Essentials Examination | 26 July 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- David Jay Granger
- CRD
- 7364512
- Firm
- The Retirement Solution · CRD 148106
- Office
- 1600 Continental Place, #105, Mount Vernon, WA 98273
- Registration
- Investment adviser registration
- In the industry since
- December 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does David Granger work?
David Granger is an investment adviser representative registered through The Retirement Solution LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is David Granger a financial advisor?
Yes. David Granger has a current investment-adviser registration in Washington, through The Retirement Solution since January 2026.
How many years of experience does David Granger have?
David Granger has 4 years in the financial industry, since December 2021, across 3 adviser firms.
What exams has David Granger passed?
David Granger has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2021.
Where did David Granger work before The Retirement Solution?
Before The Retirement Solution, David Granger was registered through Kestra Advisory Services, LLC, October 2025 to December 2025; Saturna Capital Corporation, April 2022 to October 2025.
Where is David Granger based?
David Granger’s registered office is in Mount Vernon, WA.
Is David Granger registered with FINRA?
No. David Granger has no current broker registration.
How can I verify David Granger’s record?
Search CRD 7364512 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Granger’s full registration record.
- Thomas BlackPresident, Financial Planner
- Brian PetraitisChief Compliance Officer
James BlackCEO, Financial Planner