Golden Reserve, LLC

Golden Reserve, LLC (CRD# 283588) is a financial advisory firm headquartered in Dublin, OH. They manage $32,630,000 in 200 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $163,150
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Golden Reserve, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Benjamin K. Person
CRD#: 5338509
6037 Frantz Rd Suite 105, Dublin, OH 43017
93
Wealthminder
score

Benjamin Person (CRD# 5338509) is an Investment Advisor Representative working at Golden Reserve, LLC in Dublin, OH and has over 6 years of experience in the finance industry.

2
Tyler N. Lewis
CRD#: 6431846
8401 Chagrin Road, Suite 10b, Chagrin Falls, OH 44023
90
Wealthminder
score

Tyler Lewis (CRD# 6431846) is an Investment Advisor Representative working at Golden Reserve, LLC in Chagrin Falls, OH and has over 3 years of experience in the finance industry.

3
Michael J. Messmer
CRD#: 6013216
6037 Frantz Rd., Suite 105, Dublin, OH 43017
90
Wealthminder
score

Michael Messmer (CRD# 6013216) is an Investment Advisor Representative working at Golden Reserve, LLC in Dublin, OH and has over 5 years of experience in the finance industry.

4
Patrick T. Schmidt
CRD#: 6432329
6037 Frantz Road Suite 105, Dublin, OH 43017
90
Wealthminder
score

Patrick Schmidt (CRD# 6432329) is an Investment Advisor Representative working at Golden Reserve, LLC in Dublin, OH and has over 3 years of experience in the finance industry.

5
Phillip R. Huff
CRD#: 6772867
6037 Frantz Rd., Suite 105, Dublin, OH 43017
88
Wealthminder
score

Phillip Huff (CRD# 6772867) is an Investment Advisor Representative working at Golden Reserve, LLC in Dublin, OH and has 1 year of experience in the finance industry.

6
Todd D. White
CRD#: 6907108
6037 Frantz Rd., Suite 105, Dublin, OH 43017
87
Wealthminder
score

Todd White (CRD# 6907108) is an Investment Advisor Representative working at Golden Reserve, LLC in Dublin, OH and has 1 year of experience in the finance industry.

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