Advisor at Golden Reserve Retirement, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Golden Reserve Retirement, LLC
Location
Dublin, OH 43017
Credentials
Series 65
Industry experience
2 years
Anna Christine is a financial advisor with Golden Reserve Retirement, LLC, holding a Series 65 credential and two years of industry experience. She is also a partner and owner of AlerStallings, LLC, where she is involved in estate planning legal work. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, predominantly passive investment approach tailored to client goals. The firm offers discretionary management and integrates estate-planning and tax-preparation services through affiliated entities.
Based on Golden Reserve Retirement, LLC
Based on Golden Reserve Retirement, LLC
Minimum fee: Negotiated fixed rate between $5,500 and $15,000 per year Fee-only: Fixed portfolio management and financial planning fees negotiated between $5,500 and $15,000 annually
270 Bradenton Avenue
Dublin, OH 43017
Florida · Michigan · Ohio
Golden Reserve RIA, LLC
2023 - Present (3 years)
AlerStallings
2020 - Present (6 years)
O'Connor, Acciani, Levy, LPA
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
Series 66
Columbus, OH
Thomas Everett Investments, LLC
Series 65
Columbus, OH
DBA, Cornerstone Investment Counsel
CFP®, Series 66
Dublin, OH
Ferraro Wealth Management, LLC
Series 65
Columbus, OH
Steele Investment Counsel, Ltd.
CFP®, Series 63, Series 65
Worthington, OH
Tricord Wealth Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")