David Jay Granger
Investment adviser representative at The Retirement Solution LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$699.4MFirm assets
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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
20 years in the industry.
- The Retirement Solution LLCJan 2026 to now
- The Retirement SolutionsJan 2026 to now
- Kestra Advisory Services, LLCOct 2025 to Dec 2025
- Kestra Investment Services, LLCOct 2025 to Dec 2025
- Saturna Capital CorporationSep 2022 to Oct 2025
- Saturna Brokerage ServicesApr 2021 to Oct 2025
- Saturna Capital CorporationApr 2021 to Aug 2022
- Pizza HutJun 2019 to Apr 2021
- Papa John's PizzaApr 2017 to Jun 2019
- Bellingham Auto AuctionNov 2006 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7364512
- Firm CRD
- 148106