John Glander
John Glander is a registered investment advisor at Golden Reserve Retirement, LLC, based in Indianapolis, IN, with 5 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,385 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden Reserve Retirement offers portfolio management and financial planning for a negotiated fixed rate between $500 and $15,000 per year. The rate depends on the services provided. This fee includes tax and legal services provided by affiliated companies. Clients can terminate the agreement with a full refund within five business days of signing. After that, clients can terminate immediately with written notice.
Location
3815 River Crossing Parkway, Suite 100, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2024Other Business ActivitiesSells Insurance
John is a licensed insurance agent with Golden Reserve, LLC, selling commissionable insurance and annuity products. He dedicates full-time hours to this outside business, with a few hours per week during securities trading hours.
Employment History
Current Registrations
Golden Reserve Retirement, LLC
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Trustwealth Strategies, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.