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Cynthia A. Mueller

THE RETIREMENT SOLUTION LLC
Redmond, WA 98052
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CRD#: 5364693
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Professional summary


Cynthia Aspitarte Mueller, CFP®, who also goes by Cynthia Jane Aspitarte, is a registered financial advisor currently at THE RETIREMENT SOLUTION LLC located in Redmond, Washington.

Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Cynthia has worked at 6 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Cynthia Jane Aspitarte

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Cynthia Aspitarte Mueller's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2016

Experience


Current

August 8, 2013 - Present

THE RETIREMENT SOLUTION LLC

Office #1: 18300 Redmond Way Suite 250, Redmond, WA 98052
RIA
CRD#: 148106
Redmond, WA
Past

February 24, 2009 - September 8, 2009

USA FINANCIAL SECURITIES LLC

BD
CRD#: 103857
REDMOND, WA
Past

December 15, 2008 - July 23, 2012

THE RETIREMENT SOLUTION LLC

RIA
CRD#: 148106
REDMOND, WA
Past

June 16, 2008 - December 31, 2008

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA
CRD#: 108728
RENTON, WA
Past

June 16, 2008 - December 31, 2008

PACIFIC WEST SECURITIES, INC.

BD
CRD#: 6390
REDMOND, WA
Past

January 23, 2008 - April 8, 2008

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SEATTLE, WA
Past

December 12, 2007 - February 7, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BELLEVUE, WA
Past

November 8, 2007 - November 8, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BELLEVUE, WA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TR
THE RETIREMENT SOLUTION LLC
ABSOLUTE RETURN SOLUTIONS INC. | THE RETIREMENT SOLUTION LLC | THE RETIREMENT SOLUTION INC. | ABSOLUTE RETURN SOLUTIONS, INC.

CRD#: 148106 / SEC#: 801-113783

RIA
Registered Investment Advisory firm - (8/1/2018 Approved)
Arizona
Registered Investment Advisory firm - (9/10/2018 Terminated)
California
Registered Investment Advisory firm - (10/10/2018 Terminated)
Colorado
Registered Investment Advisory firm - (9/11/2018 Terminated)
Idaho
Registered Investment Advisory firm - (9/10/2018 Terminated)
Texas
Registered Investment Advisory firm - (9/10/2018 Terminated)
Utah
Registered Investment Advisory firm - (9/10/2018 Terminated)
Washington
Registered Investment Advisory firm - (10/10/2018 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(11/17/2023)
IAR
New York
(11/2/2023)
IAR
Texas
(9/1/2021)
IAR
Washington
(8/8/2013)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/26/2007
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


TR
THE RETIREMENT SOLUTION LLC
ABSOLUTE RETURN SOLUTIONS INC. | THE RETIREMENT SOLUTION LLC | THE RETIREMENT SOLUTION INC. | ABSOLUTE RETURN SOLUTIONS, INC.

CRD#: 148106 / SEC#: 801-113783

RIA
Registered Investment Advisory firm - (8/1/2018 Approved)
Arizona
Registered Investment Advisory firm - (9/10/2018 Terminated)
California
Registered Investment Advisory firm - (10/10/2018 Terminated)
Colorado
Registered Investment Advisory firm - (9/11/2018 Terminated)
Idaho
Registered Investment Advisory firm - (9/10/2018 Terminated)
Texas
Registered Investment Advisory firm - (9/10/2018 Terminated)
Utah
Registered Investment Advisory firm - (9/10/2018 Terminated)
Washington
Registered Investment Advisory firm - (10/10/2018 Terminated)
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Contact information


Main Address
18300 Redmond Way Suite 250, Redmond, WA 98052
Mailing Address
Phone number
(425) 558-3700
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (12 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE RETIREMENT SOLUTION - FORM ADV PART 2A (3/28/2025)

Regulatory assets under management


Total Number of Accounts2,888
AUM (Assets Under Management)$ 573,254,942

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE RETIREMENT SOLUTION LLC

CRD#: 148106Redmond, WA 98052

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