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Matthew Richard Schaefer

Golden Reserve Retirement, LLC

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About Matthew Richard Schaefer

Matthew Richard Schaefer is an Investment Advisor Representative associated with Golden Reserve Retirement, LLC in Ohio. Matthew Schaefer has been in the industry since November 2013. Matthew Schaefer is a Series 65 licensed representative and is registered in Ohio.

Firm Information

Matthew Schaefer is currently registered with Golden Reserve Retirement, LLC. Golden Reserve Retirement, LLC is a Registered Investment Advisor based in Dublin, OH. They specialize in financial planning, educational seminars, and portfolio management for both individuals and high-net-worth individuals. They manage approximately $310,932,597 in assets across 2,183 accounts. They also publish financial periodicals. To learn more, visit their website at HTTPS://GOLDENRESERVE.COM or their LinkedIn page at https://www.linkedin.com/company/golden-reserve/. They are also active on Facebook at https://www.facebook.com/GoldenReserveLLC/.
Golden Reserve Retirement, LLC

270 BRADENTON AVENUE

DUBLIN, OH 43017

$310.93M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Matthew Schaefer’s Registration & Firm History

OH

09/29/2020 - Present

Golden Reserve Retirement, LLC (DUBLIN OH)

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Licenses & Designations

IA

Issued 08/03/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Richard Schaefer.
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