Heather M Carlson
Investment adviser representative at The Retirement Solution LLC
19 yearsExperience
1 stateRegistered in
$699.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- The Retirement Solution LLCOct 2023 to now
- Financial Advocates Investment ManagementNov 2016 to now
- LPL Financial LLCNov 2016 to Jul 2023
- B3 Wealth StrategiesSep 2007 to Jul 2023
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (WA).
The Retirement Solution LLC
$699.4MAssets managed
824Clients
18Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4359310
- Firm CRD
- 148106