Clayton Kreuz
Clayton Kreuz is a registered investment advisor at Golden Reserve Retirement, LLC, based in Maumee, OH, with 1 years of industry experience. Clayton 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
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
Location
1925 Indian Wood Circle, Suite A, Maumee, OH, 43537
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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
Clayton is a licensed insurance agent through Golden Reserve, LLC, selling commissionable insurance and annuity products and working as a retirement planner. He dedicates full-time hours to this business, with a few hours per week occurring during securities trading hours.
Employment History
Current Registrations
Golden Reserve Retirement, LLC
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.
Exams
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