Thomas Black has been President, Financial Planner of The Retirement Solution since January 2021, is a control person of the firm and directly owns under 5% of it.
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 · 11 yearsKennewick, WA · Adviser representative · Firm CRD 148106
Investment adviser representative registrations
Thomas Black is registered as an investment adviser representative in 3 states. The first approvals date from September 2015; the most recent is Colorado, in October 2023.
- ColoradoSince 25 October 2023
- TexasSince 21 June 2017
- WashingtonSince 11 September 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 September 2015 |
| Series 3 | National Commodity Futures Examination | 14 January 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Full name
- Thomas Alan Black
- CRD
- 2450163
- Firm
- The Retirement Solution · CRD 148106
- Role
- President, Financial Planner
- Office
- 1110 N Center Parkway Suite A2, Kennewick, WA 99336
- Registration
- Investment adviser registration
- In the industry since
- September 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Thomas Black work?
Thomas Black has been President, Financial Planner of The Retirement Solution LLC since January 2021, and is a control person of the firm.
Is Thomas Black a financial advisor?
Yes. Thomas Black has a current investment-adviser registration in Colorado, Texas and Washington, through The Retirement Solution since September 2015.
How many years of experience does Thomas Black have?
Thomas Black has 11 years in the financial industry, since September 2015, across 1 adviser firm.
What exams has Thomas Black passed?
Thomas Black has passed 2 licensing exams: the Series 3 and Series 65. The earliest, the Series 3, was passed in January 1994.
Where is Thomas Black based?
Thomas Black’s registered office is in Kennewick, WA.
Is Thomas Black registered with FINRA?
No. Thomas Black has no current broker registration.
How can I verify Thomas Black’s record?
Search CRD 2450163 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Black’s full registration record.
- Brian PetraitisChief Compliance Officer
James BlackCEO, Financial Planner