Sean Closson has been an investment adviser representative at The Retirement Solution since October 2024, 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.
- The Retirement Solution LLCCurrent– present · 1 yearRedmond, WA · Adviser representative · Firm CRD 148106
Investment adviser representative registrations
Sean Closson is registered as an investment adviser representative in Washington, since October 2024.
- WashingtonSince 31 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 July 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sean Michael Closson
- CRD
- 8000460
- Firm
- The Retirement Solution · CRD 148106
- Office
- 18300 REDMOND WAY, SUITE 250, Redmond, WA 98052
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Sean Closson work?
Sean Closson is an investment adviser representative registered through The Retirement Solution LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Sean Closson a financial advisor?
Yes. Sean Closson has a current investment-adviser registration in Washington, through The Retirement Solution since October 2024.
How many years of experience does Sean Closson have?
Sean Closson has 1 year in the financial industry, since October 2024, across 1 adviser firm.
What exams has Sean Closson passed?
Sean Closson passed the Series 65 in July 2024.
Where is Sean Closson based?
Sean Closson’s registered office is in Redmond, WA.
Is Sean Closson registered with FINRA?
No. Sean Closson has no current broker registration.
How can I verify Sean Closson’s record?
Search CRD 8000460 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sean Closson’s full registration record.
- Thomas BlackPresident, Financial Planner
- Brian PetraitisChief Compliance Officer
James BlackCEO, Financial Planner