AdFi
GR

Golden Reserve Retirement, LLC

SEC Registered
Dublin, OH855-456-4777
Assets Under Management
$500M–$1B
Office Locations
17 offices
Total Accounts
2008

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Leadership

Gregory J. Aler
SILENT OWNER
Fatina Solomon
CHIEF COMPLIANCE OFFICER

Office locations

17 offices in 1 state
OH
DublinHQ
OH
Lima
OH
Gahanna
OH
Bellefontaine
OH
Dayton
OH
Dublin
OH
Findlay
OH
Lancaster
OH
Newark
OH
Pepper Pike
OH
Tipp City
OH
Westlake
OH
Maumee
OH
Delaware
OH
Independence
OH
Akron
OH
Canton

Advisors at this firm

28 advisors in the directory

Timothy Holland Stallings
Investment Adviser Representative
Investment Adviser Representative
Paul Jason Brewer
Investment Adviser Representative
Investment Adviser Representative
Carl Scott Trent
Investment Adviser Representative
Investment Adviser Representative
Craig Robinette
Investment Adviser Representative
Investment Adviser Representative
Robert Russell Shampine Jr
Investment Adviser Representative
Investment Adviser Representative
John Robert Forloine
Investment Adviser Representative
Investment Adviser Representative
Joseph R. Maul
Investment Adviser Representative
Investment Adviser Representative
Edward Joseph Wright
Investment Adviser Representative
Investment Adviser Representative
Heather M Trbovich
Investment Adviser Representative
Investment Adviser Representative
Justin Kodish Dilbeck
Investment Adviser Representative
Investment Adviser Representative
Christian Carson Carey
Investment Adviser Representative
Investment Adviser Representative
Benjamin M Hout
Investment Adviser Representative
Investment Adviser Representative
Anthony Michael Zrinyi
Investment Adviser Representative
Investment Adviser Representative
Cole Patrick Kirchner
Investment Adviser Representative
Investment Adviser Representative
Phillip Huff
Investment Adviser Representative
Investment Adviser Representative
Larry E Myers Jr.
Investment Adviser Representative
Investment Adviser Representative
Tyler A Strauer
Investment Adviser Representative
Investment Adviser Representative
Todd Dee White
Investment Adviser Representative
Investment Adviser Representative
John Glander
Investment Adviser Representative
Investment Adviser Representative
Joseph Christopher Satira
Investment Adviser Representative
Investment Adviser Representative
Joshua Christian Colwill
Investment Adviser Representative
Investment Adviser Representative
Matthew Richard Schaefer
Investment Adviser Representative
Investment Adviser Representative
Dustin Knoedler
Investment Adviser Representative
Investment Adviser Representative
Alexis Domanique Mitchell
Investment Adviser Representative
Investment Adviser Representative
Matthew C Barnes
Investment Adviser Representative
Investment Adviser Representative
Anna Christine
Investment Adviser Representative
Investment Adviser Representative
Joel Lee Northam Jr
Investment Adviser Representative
Investment Adviser Representative
Clayton Michael Kreuz
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#283588
SEC Number
801-121383
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: Flat Fee

Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Golden Reserve Retirement, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Golden Reserve Retirement in Dublin, OH - Fees & Services