Matthew
Schaefer
Golden Reserve Retirement, LLC
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About this Advisor
Matthew Schaefer is a financial advisor based in Lakewood, Ohio, working with Golden Reserve Retirement, LLC. Matthew has previously held positions at The Superlative Group, Golden Reserve, and Golden Reserve Ria, LLC. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Matthew is part of Golden Reserve Retirement, LLC, which operates out of Lakewood, Ohio. The firm has 17 offices and 9 employees. The firm manages assets totaling $201.1 million and offers services including 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
Services Offered
Fee Structure
Office Location
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Golden Reserve Retirement, LLC Brokerage Details
$201,141,051
9
1,848
$108,843
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Schaefer Work History
Golden Reserve
Golden Reserve Ria, LLC
The Superlative Group
Disclosures
Please visit the SEC profile of Matthew Schaefer 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
Dublin, OH
Cincinnati, OH
Lakewood, OH
Columbus, OH
Dublin, OH
Lima, OH
Dublin, OH
Columbus, 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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