MS
MS

Matthew Richard Schaefer

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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
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Location

6133 Rockside Road, Suite 303, Independence, OH, 44107

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Matthew is a retirement planner at Golden Reserve, LLC, which is affiliated with Golden Reserve Retirement, LLC. He spends full-time hours in commissionable insurance sales, including 6.5 hours during trading hours, recommending and selling insurance products.

Employment History
Current Registrations
Golden Reserve Retirement, LLC
September 2020 - Present · 5 yrs 5 mos
State Registrations4 states
FLOHPATX
Advisor
Exams
No exam information available for this advisor.
Matthew Richard Schaefer - Financial Advisor | TrueAdvisor