Advisor at Golden Reserve Retirement, LLC
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Firm
Golden Reserve Retirement, LLC
Location
Dublin, OH 43017
Credentials
Series 65
Industry experience
2 years
Christian Norman is a financial advisor at Golden Reserve Retirement, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked in the automotive sector at firms including Byers Toyota and Chesrown Chevy/Buick/GMC. Norman is also a licensed insurance agent affiliated with Golden Reserve, LLC, providing insurance and fixed annuity products. Golden Reserve Retirement, LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, utilizing a long-term, predominantly passive investment approach based on modern portfolio theory. The firm integrates estate planning and tax-preparation services through affiliated entities and employs discretionary management with a focus on low-cost investing tailored to client goals.
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
Ohio
Golden Reserve RIA, LLC
2022 - Present (4 years)
McDaniel Toyota
2021 - 2022 (1 year)
Byers Toyota
2017 - 2021 (4 years)
Chesrown Chevy/Buick/GMC
2016 - 2017 (1 year)
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
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DBA, Cornerstone Investment Counsel
CFP®, Series 66
Dublin, OH
Ferraro Wealth Management, LLC
Series 65
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Steele Investment Counsel, Ltd.
CFP®, Series 63, Series 65
Worthington, OH
Tricord Wealth Advisors
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