Anna Christine is a registered investment advisor at Golden Reserve Retirement, LLC, based in Dublin, OH, with 2 years of industry experience. Anna 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
270 Bradenton Avenue, Dublin, OH, 43017
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anna is a licensed insurance agent through Golden Reserve, LLC, selling insurance and annuities, and spends full-time hours on this. She is also a partner and owner of AlerStallings, LLC, doing estate planning legal work and business management, which takes more than half of her time.
Employment History
Current Registrations
Golden Reserve Retirement, LLC
State Registrations3 states
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.