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A••••••• N••••••• A•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

A••••••• N••••••• A•••••••

PENSION SOLUTIONS, INC., CRD 141129

CLEVELAND, OH

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Search this name across graphsid dfx:ria:6a226abb-3892-3067-9e20-09dfc9768adc

Data as of Sep 8, 2020 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 3
On other graphs: 1
Observed: Dec 19, 2011 to Sep 8, 2020
31 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

A••••••• N••••••• A•••••••

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.2BItem 5.F on the latest filing (2020-09-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $136M
Private client RAUM: $136MderivedItem 5.D individuals plus high net worth individuals
Private client share: 11%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
K••••••• B•••• D••••••	CHIEF COMPLIANCE OFFICER/VICE PRESIDENT	Na	yes	01/2017	Mar 29, 2016	Sep 8, 2020
K••••••• D••••• A•••	President	E	yes	09/1999	Dec 19, 2011

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Milwaukee	Wi	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$1.2B	$968M	28.8%	$153M	101.4%	11	11	2	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
O•••••••••	2	Mar 17, 2017	Feb 26, 2019	CLEVELAND, OH	Team lift out	Other	18.2%

Relationships

Controls (2)

← K••••••• D••••• A•••OwnerPRESIDENT, ownership code E, individual
Dec 19, 2011 to presentfactForm ADV
← K••••••• B•••• D••••••OwnerCHIEF COMPLIANCE OFFICER/VICE PRESIDENT, ownership code NA, individual
Mar 29, 2016 to presentfactForm ADV

Registered with (14)

← DEBORA MARIE STRANMANAdvisorregistration: previous registration
Jan 4, 2017 to Jul 23, 2021factForm ADV
← YAHAIRA TORRES-SIACA

Dated events

Occurred
Mar 30, 2020
Regulatory AUM changed
A••••••• N••••••• A••••••• reported RAUM $1.2B, up 29% from $967.7M (2019-12-10 to 2020-03-30)
Form ADVobserved 7 days ago
$278M
Occurred
Mar 22, 2019
Regulatory AUM changed
A••••••• N••••••• A••••••• reported RAUM $967.7M, down 39% from $1.6B (2018-10-24 to 2019-03-22)
Form ADVobserved 7 days ago
$-623M
Occurred
Mar 21, 2018
Regulatory AUM changed
A••••••• N••••••• A••••••• reported RAUM $1.6B, up 943% from $152.5M (2017-07-19 to 2018-03-21)
Form ADVobserved 7 days ago
$1.4B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6a226abb-3892-3067-9e20-09dfc9768adc
First observed: Dec 19, 2011
Last observed: Sep 8, 2020 73 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.