Edward Joseph Wright

CFP

10 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Golden Reserve Retirement, LLC

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

Location

270 Bradenton Avenue, Dublin, OH, 43017

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History

Regulatory History (1)

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Criminal

September 2004

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Edward established Wright Up Your Alley LLC in 2011 and is a partner in Galt Property Holdings LLC, Rand Property Holdings LLC, and Taggart Property Holdings LLC, which buy, sell, and rent residential real estate; he spends minimal time on these activities. Edward is also a licensed insurance agent through Golden Reserve, LLC, selling insurance products and fixed annuities, dedicating full-time hours to this activity.

Employment History

Current Registrations

Golden Reserve Retirement, LLC

August 2023 - Present · 2 yrs 6 mos

Previous Registrations

Dean Financial Services

March 2015 - May 2023 · 8 yrs 2 mos

Dean Investments

March 2015 - May 2023 · 8 yrs 2 mos

State Registrations3 states

INKYOH

Advisor

Exams

No exam information available for this advisor.