A complete list of active advisors currently associated with Retirement Solutions

Warmer can help you find a great advisor at Retirement Solutions or one who fits your needs even better.

Retirement and Investment Solutions is an independent, single-advisor registered investment adviser that provides discretionary and non-discretionary asset management, written financial planning, and ERISA retirement-plan services to individuals, high-net-worth clients, and pension and profit-sharing plans. Like many independent firms, it primarily bills on a percentage-of-assets basis and focuses on portfolio management tailored to individual goals, time horizons, and risk tolerances. The firm emphasizes a long-term, strategic asset-allocation approach with periodic rebalancing and retirement-income planning, and it tailors recommendations based on documented client objectives and risk profiles. It also operates a formal co-advisor relationship with Gradient Investments, LLC, retaining discretion to select and maintain model portfolios while Gradient provides the underlying portfolio management, reporting, and third-party billing arrangements. What is distinctive for a firm of this size is its multiple formal affiliations and service mix: the advisor has an affiliation with another registered investment adviser (Gradient) and an affiliated insurance business (Oakwood Summit), and the principal spends a majority of his time licensed as an insurance agent and receives insurance commissions. The brochure also discloses pension consulting and ERISA 3(21)/3(38) plan services, preparation of complex business retirement plans (including cash-balance and 412(e)(3) plans), and participant education/group enrollment support — services that are less common among peer solo practitioners.

To learn more about the advisors currently working at Retirement Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Larry Blades	Rio Rancho, NM	12

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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