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Ideal Retirement Solutions

CRD 333393  ·  Port Charlotte, FL  ·  $123.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
333393
SEC number
801-134255
Firm type
RIA
Assets under management
$123.5M as of Apr 30, 2026
Website
www.facebook.com/Idealretirementsolutions ↗
Phone
(941) 876-8985
Address
17896 Toledo Blade Blvd, Port Charlotte, FL, 33948

Advisors at this firm

4 in our index · page 1 of 1

  • Corey J CyrCRD 6821309 · Port Charlotte, FL
    IA RegisteredRegistration inactive
  • Scott John LongCRD 7517224 · Port Charlotte, FL
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Christian SahlmannCRD 6498920 · Port Charlotte, FL
    IA RegisteredRegistration inactive
  • Jeffrey Jozsef TamasCRD 6481613 · Port Charlotte, FL
    IA RegisteredRegistration inactive
1–4 of 4

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 333393 ↗ FINRA BrokerCheck record for firm CRD 333393 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.