Matthew Schaefer (CRD# 7298747) is an Investment Advisor Representative working at Golden Reserve Retirement, LLC in Independence, OH and has over 3 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Golden Reserve | Cleveland, OH | May 2020 - Current | 3 |
| Golden Reserve Ria, LLC | Independence, OH | May 2020 - Current | 3 |
| The Superlative Group | Cleveland, OH | Nov 2013 - May 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- OH
-
Total Assets Under Management201MILLIONS
-
Total Number of Accounts1,848ACCOUNTS
-
Average Account Value$108,843
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, FL, GA, IA, ID, IN, KY, ME, MI, NC, OH, PA, SC, TN, TX, VA, WV, WY
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