RETIREMENT SOLUTIONS, INC.
CRD #120986 SEC #801-67406 CARLSBAD, CA 760-603-0700
SEC Registered
Total AUM
$42.1M
Discretionary
$0
Employees
5
Clients
51
Accounts
136
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 2, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHELBERG, SCOTT, ALLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CHELBERG, SCOTT, ALLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CHELBERG, SCOTT, ALLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CHELBERG, SCOTT, ALLAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 2, 2007 REGISTERED
Notice Filings (2)
CA TX
Address
5857 OWENS AVE, SUITE 110CARLSBAD, CA 92008
USA
Phone: 760-603-0700