Matthew
Barnes

Golden Reserve Retirement, LLC

CRD#7685413
Investment Advisor
in Columbus, OH

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About this Advisor

Matthew Barnes is a financial advisor based in Columbus, Ohio, working with Golden Reserve Retirement, LLC. Matthew has previously held positions at Pruco Securities LLC, Newcomer Funeral Service Group, City Of Kettering, Bnh Logistics, Inc, The Prudential Insurance Company Of America, and Golden Reserve Ria, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Matthew is part of Golden Reserve Retirement, LLC, which operates out of Columbus, Ohio. The firm has 17 offices and 9 employees. The firm manages assets totaling $201.1 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Golden Reserve Retirement, LLC includes fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Fixed Fees

Office Location

698 Morrison Road
Columbus, OH 43230

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Golden Reserve Retirement, LLC Brokerage Details

Total Assets Under Management

$201,141,051

OH Average: $2,106,341,625
Total Number of Employees

9

OH Average: 34
Total Number of Accounts

1,848

OH Average: 1,972
Average Account Size

$108,843

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Matthew Barnes Work History

2024 - Present (0 year)

Golden Reserve Ria, LLC

2023 - Present (1 year)

The Prudential Insurance Company Of America

2022 - Present (2 years)

Pruco Securities LLC

2022 - 2023 (1 year)

Newcomer Funeral Service Group

2020 - 2022 (2 years)

Bnh Logistics, Inc

2011 - 2023 (12 years)

City Of Kettering

Disclosures

Please visit the SEC profile of Matthew Barnes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Golden Reserve Retirement, LLC

Douglas Ducker
Cincinnati, OH
Anna Christine
Dublin, OH
Matthew Schaefer
Lakewood, OH
John Forloine
Columbus, OH
Christian Norman
Dublin, OH
Todd White
Dublin, OH
Tyler Strauer
Lima, OH
Edward Wright
Dublin, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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