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STRONG RETIREMENT SOLUTIONS

· CRD 335968 · IAPD ↗ · strong-retirement.com · 360-566-2264

$166.1MRegulatory AUM
5Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
December 2025 — STRONG RETIREMENT SOLUTIONS grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
May 2025 — STRONG RETIREMENT SOLUTIONS (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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