Cynthia Mueller (CRD# 5364693) is an Investment Advisor Representative working at The Retirement Solution LLC in Redmond, WA and has over 16 years of experience in the finance industry. Cynthia Mueller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3077936
Sound Financial, LLC
CRD# 5755686
Invesco Managed Accounts, LLC
CRD# 5684128
Russell Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Retirement Solution Inc. | Redmond, WA | Sep 2014 - Current | 9 |
| The Retirement Solution Inc. | Redmond, WA | Aug 2013 - Current | 10 |
| Retirement Income Solutions Inc. | Redmond, WA | Aug 2013 - Dec 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2007 |
- AZ
- NY
- TX
- WA
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Total Assets Under Management475MILLIONS
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Total Number of Accounts2,728ACCOUNTS
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Average Account Value$174,216
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, FL, ID, NH, NY, OR, TX, UT, WA
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