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HAUSER RETIREMENT SOLUTIONS 2 LLC

CINCINNATI, OH · CRD 299959 · IAPD ↗ · thehausergroup.com · 513-745-9200

$1.21BRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
15States
2Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

37
May 2026 — HAUSER RETIREMENT SOLUTIONS 2 LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
March 2025 — HAUSER RETIREMENT SOLUTIONS 2 LLC crossed $1B in regulatory AUM ($965.7M -> $1.17B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
35
February 2025 — HAUSER RETIREMENT SOLUTIONS 2 LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
November 2024 — HAUSER RETIREMENT SOLUTIONS 2 LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
37
February 2024 — HAUSER RETIREMENT SOLUTIONS 2 LLC notice-filed in CO, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.