DK
DK

Dustin Knoedler

3 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

925 Congress Park Dr., Suite A, Dayton, OH, 45459

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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

Dustin is a part owner of American Energy Choice LLC since 2012, receiving passive income from electricity/natural gas supply. He is also a licensed insurance agent through Golden Reserve, LLC since July 2024, dedicating full-time hours to insurance and annuity sales, with a few hours per week during securities trading hours.

Employment History
Current Registrations
Golden Reserve Retirement, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Mwa Financial Services, INC.
August 2022 - July 2024 · 1 yr 11 mos
Mwa Financial Services INC.Broker
June 2022 - July 2024 · 2 yrs 1 mo
Oneamerica Securities, INC.
January 2022 - June 2022 · 5 mos
Oneamerica Securities, INC.Broker
November 2021 - June 2022 · 7 mos
State Registrations2 states
KYOH
Advisor
Exams
No exam information available for this advisor.