Dustin Knoedler is a registered investment advisor at Golden Reserve Retirement, LLC, based in Dayton, OH, with 4 years of industry experience. Dustin 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
925 Congress Park Dr., Suite A, Dayton, OH, 45459
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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
Dustin is a part owner of American Energy Choice LLC since 2012, receiving passive income from electricity/natural gas supply. He is also a licensed insurance agent through Golden Reserve, LLC since July 2024, dedicating full-time hours to insurance and annuity sales, with a few hours per week during securities trading hours.
Employment History
Current Registrations
Golden Reserve Retirement, LLC
Previous Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
State Registrations4 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.