Travis Johnson has been an investment adviser representative at The Retirement Solution since November 2019, 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.
Travis Johnson is Director of Financial Planning of The Retirement Solution. He began his financial career in 2015 at Bank of America as a Relationship Manager in Sammamish, was promoted to Financial Advisor at Merrill Lynch in Bellevue, and joined The Retirement Solution in November 2019 as an associate planner.
Travis Johnson’s longest registration is the current one, 6 years at The Retirement Solution since 2019. Before joining The Retirement Solution in 2019, Travis Johnson was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- The Retirement Solution LLCCurrent– present · 6 yearsMill Creek, WA · Adviser representative · Firm CRD 148106
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearFederal Way, WA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Travis Johnson is registered as an investment adviser representative in Washington, since November 2019.
- WashingtonSince 19 November 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 February 2019 |
| Series 7TO | General Securities Representative Examination | 3 January 2019 |
| SIE | Securities Industry Essentials Examination | 26 November 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7035529
- Firm
- The Retirement Solution · CRD 148106
- Office
- 1600 BOTHELL EVERETT HIGHWAY, SUITE 111, Mill Creek, WA 98012
- Registration
- Investment adviser registration
- In the industry since
- January 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theretirementsolution.com
Where does Travis Johnson work?
Travis Johnson is an investment adviser representative registered through The Retirement Solution LLC since November 2019, and is not listed among the firm’s executive officers or direct owners.
Is Travis Johnson a financial advisor?
Yes. Travis Johnson has a current investment-adviser registration in Washington, through The Retirement Solution since November 2019.
How many years of experience does Travis Johnson have?
Travis Johnson has 7 years in the financial industry, since January 2019, across 2 adviser firms.
What exams has Travis Johnson passed?
Travis Johnson has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in November 2018.
Where did Travis Johnson work before The Retirement Solution?
Before The Retirement Solution, Travis Johnson was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, February 2019 to November 2019.
Where is Travis Johnson based?
Travis Johnson’s registered office is in Mill Creek, WA.
Is Travis Johnson registered with FINRA?
No. Travis Johnson has no current broker registration.
How can I verify Travis Johnson’s record?
Search CRD 7035529 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Travis Johnson’s full registration record.
- Thomas BlackPresident, Financial Planner
- Brian PetraitisChief Compliance Officer
James BlackCEO, Financial Planner