CK
CK

Clayton Michael Kreuz

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,385 clients
Average Client Portfolio
$225K average
Assets Under Management
$310.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

1925 Indian Wood Circle, Suite A, Maumee, OH, 43537

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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

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
October 2024 - Present · 1 yr 4 mos
State Registrations3 states
ILMIOH
Advisor
Exams
No exam information available for this advisor.