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GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE RETIREMENT, LLC
DUBLIN, Ohio
·
8 registered advisors
·
CRD# 283588
SEC# 801-121383
16
855-456-4777
01
Firm Overview
AUM
$201M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at GOLDEN RESERVE RETIREMENT, LLC
8 registered advisors
Bart Alan Patterson
DUBLIN, Ohio
CRD# 5923711
Eric Joseph Kelemen
DUBLIN, Ohio
CRD# 5067848
Fatina Solomon
DUBLIN, Ohio
CRD# 7664795
Gregory J. Aler
DUBLIN, Ohio
CRD# 6679727
Justin Joseph Spring
DUBLIN, Ohio
CRD# 2922573
Patrick Thomas Schmidt
DUBLIN, Ohio
CRD# 6432329
Shawn Hogan
DUBLIN, Ohio
CRD# 6741537
Timothy Holland Stallings
DUBLIN, Ohio
CRD# 3076630
05
Office Locations
DUBLIN, Ohio
8 advisors
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Data sourced from SEC Form ADV filings. GOLDEN RESERVE RETIREMENT, LLC (CRD# 283588) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.