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CC

Clinton W. Coburn

THE RETIREMENT SOLUTION LLC
MILL CREEK, WA 98012
Some features on this profile are disabled
CRD#: 6735628
CC

Professional summary

Clinton William Coburn, who also goes by Clint Coburn, Clinton W Coburn, Clinton Coburn, is a registered financial advisor currently at THE RETIREMENT SOLUTION LLC located in Mill Creek, Washington.

Clinton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Clinton has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Clint Coburn | Clinton W Coburn | Clinton Coburn

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 Clinton William Coburn'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®
None

Experience

Current

April 27, 2023 - Present

THE RETIREMENT SOLUTION LLC

Office #1: 1600 Bothell Everett Highway Suite 111, Mill Creek, WA 98012
RIA
CRD#: 148106
MILL CREEK, WA
Past

December 24, 2019 - October 14, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAMMAMISH, WA
Past

December 24, 2019 - October 14, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAMMAMISH, WA
Past

July 21, 2017 - October 7, 2019

EDWARD JONES

RIA
CRD#: 250
KIRKLAND, WA
Past

February 8, 2017 - October 7, 2019

EDWARD JONES

BD
CRD#: 250
KIRKLAND, 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
Washington
(4/27/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/19/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/8/2017
General Securities Representative Examination

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#: 148106Mill Creek, WA 98012

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