Advisor at Golden Reserve Retirement, LLC
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Firm
Golden Reserve Retirement, LLC
Location
Dublin, OH 43017
Credentials
Series 65
Industry experience
1 year
Clayton Kreuz is a financial advisor at Golden Reserve Retirement, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Summit Financial. Outside of advisory services, he is a licensed insurance agent affiliated with Golden Reserve, LLC, involved in recommending, selling, and servicing insurance products and fixed annuities. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing long-term, low-cost investing based on modern portfolio theory. 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
Illinois · Michigan · Ohio
Golden Reserve Retirement LLC
2024 - Present (2 years)
Unemployed
2024 - 2024 (1 year)
Summit Financial
2020 - 2024 (4 years)
Summit Financial
2019 - 2019 (1 year)
Summit Financial
2018 - 2018 (1 year)
The Ohio State University
2014 - 2018 (4 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
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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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