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John Glander

Golden Reserve Retirement, LLC
6 Years of Experience
Carmel, IN
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

John Glander is a registered investment advisor at Golden Reserve Retirement, LLC, based in Carmel, IN, with 6 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

12900 N. Meridian Street Suite 100, Carmel, IN, 46032

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History

Regulatory History (1)
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Judgment / Lien
May 2024
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is a licensed insurance agent with Golden Reserve, LLC, selling commissionable insurance and annuity products. He dedicates full-time hours to this outside business, with a few hours per week during securities trading hours.

Employment History
Current Registrations
Golden Reserve Retirement, LLC
April 2025 - Present · 1 yr 6 mos
Previous Registrations
LPL Enterprise, LLC
November 2024 - April 2025 · 5 mos
LPL Enterprise, LLCBroker
November 2024 - April 2025 · 5 mos
Prudential Financial Planning Services
July 2023 - November 2024 · 1 yr 4 mos
Pruco Securities, LLC.Broker
May 2023 - November 2024 · 1 yr 6 mos
Trustwealth Strategies, LLC
August 2021 - November 2021 · 3 mos
Northwestern Mutual Investment Services,llc
March 2020 - August 2021 · 1 yr 5 mos
Northwestern Mutual Investment Services, LLCBroker
March 2020 - August 2021 · 1 yr 5 mos
Charles Schwab & CO., INC.
April 2019 - March 2020 · 11 mos
Charles Schwab & CO., INC.Broker
February 2019 - March 2020 · 1 yr 1 mo
State Registrations1 state
IN
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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