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CFP
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CFP

John Forloine

Golden Reserve Retirement, LLC
15 Years of Experience
Gahanna, OH
Sells Insurance
View SEC Summary
View SEC Summary

John Forloine is a CFP-designated registered investment advisor at Golden Reserve Retirement, LLC, based in Gahanna, OH, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,008 clients with $540M in assets under management.

Golden Reserve Retirement, LLC
Compensation
Fixed/Hourly
Firm Size
27 advisors
Number of Clients
2,008 clients
Average Client Portfolio
$271K average
Assets Under Management
$544.3M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$5,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded

Golden Reserve Retirement charges a negotiated fixed annual fee between $5,500 and $15,000 for combined portfolio management and financial planning, rather than a direct percentage of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

698B Morrison Rd, Gahanna, OH, 43230

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is a retirement planner at Golden Reserve, LLC, which is affiliated with Golden Reserve Retirement, LLC, and spends a full-time equivalent on this activity. He recommends and sells commissionable insurance products as a licensed insurance agent.

Employment History
Current Registrations
Golden Reserve Retirement, LLC
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
The Pension Group
August 2021 - October 2022 · 1 yr 2 mos
Commonwealth Financial NetworkBroker
August 2018 - August 2021 · 3 yrs
Commonwealth Financial Network
August 2018 - August 2021 · 3 yrs
Nationwide Securities, LLCBroker
November 2016 - August 2018 · 1 yr 9 mos
Nationwide Securities, LLC
November 2016 - August 2018 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2013 - October 2016 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2013 - October 2016 · 3 yrs 4 mos
Wells Fargo Advisors, LLC
February 2011 - June 2013 · 2 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2011 - June 2013 · 2 yrs 5 mos
State Registrations8 states
AZFLMONCNEOHTXVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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