DK
Dustin D. Knoedler
GOLDEN RESERVE RETIREMENT
Dayton, OH 45459
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CRD#: 7440432
DK
Professional summary
Dustin D Knoedler, who also goes by Dustin D Knoedler, Dustin David Knoedler, is a registered financial advisor currently at GOLDEN RESERVE RETIREMENT, LLC located in Dayton, Ohio.
Dustin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Dustin has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dustin D Knoedler | Dustin David Knoedler
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)American Energy Choice LLC non-investment related- Germantown OH part owner 1/2012 5noninv/inv Receive passive income from business venture of electricity/natural gas supply 2)Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 07/2024 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hours/month devoted to other business - 6.5 Hours/month devoted to other business during securities trading hours - As a licensed insurance agent, recommend, sale and service of insurance products and fixed annuities through firm's affiliated insurance entity.
CRS (Client Relationship Summary) - RIA
Click below to view Dustin D Knoedler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 31, 2024 - Present
GOLDEN RESERVE RETIREMENT, LLC
Office #1: 925 Congress Park Dr. Suite A, Dayton, OH 45459RIA
CRD#: 283588
Dayton, OH
Past
August 3, 2022 - July 10, 2024
MWA FINANCIAL SERVICES INC.
RIA
CRD#: 112630
Cincinnati, OH
Past
June 17, 2022 - July 10, 2024
MWA FINANCIAL SERVICES INC.
BD
CRD#: 112630
Cincinnati, OH
Past
January 25, 2022 - June 21, 2022
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
Cincinnati, OH
Past
November 18, 2021 - June 21, 2022
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
Cincinnati, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC
CRD#: 283588 / SEC#: 801-121383
RIA
Registered Investment Advisory firm - (6/2/2021 Approved)Ohio
Registered Investment Advisory firm - (6/30/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kentucky(10/14/2024)
IAR
Ohio(7/31/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/17/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
Current Firm
GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC
CRD#: 283588 / SEC#: 801-121383
RIA
Registered Investment Advisory firm - (6/2/2021 Approved)Ohio
Registered Investment Advisory firm - (6/30/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
270 Bradenton Avenue, Dublin, OH 43017
Mailing Address
Phone number
(855) 456-4777
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (28 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,183 |
| AUM (Assets Under Management) | $ 310,932,597 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GOLDEN RESERVE RETIREMENT, LLC
CRD#: 283588Dayton, OH 45459TRUST BUT VERIFY
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