Tyler Strauer
Tyler Strauer is a registered investment advisor at Golden Reserve Retirement, LLC, based in Maumee, OH, with 8 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,385 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden Reserve Retirement offers portfolio management and financial planning for a negotiated fixed rate between $500 and $15,000 per year. The rate depends on the services provided. This fee includes tax and legal services provided by affiliated companies. Clients can terminate the agreement with a full refund within five business days of signing. After that, clients can terminate immediately with written notice.
Location
1925 Indian Wood Circle, Suite A, Maumee, OH, 43437
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tyler is a retirement planner at Golden Reserve, LLC, which is affiliated with Golden Reserve Retirement, LLC. He dedicates full-time hours to this activity, including time during trading hours, and recommends and sells commissionable insurance products as a licensed insurance agent.
Employment History
Current Registrations
Golden Reserve Retirement, LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Edward Jones
Edward JonesBroker
State Registrations7 states
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.