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Joshua Christian Colwill

Golden Reserve Retirement, LLC

Dublin, OH

Dublin, OH

CRD 7111081

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Employer firm

Golden Reserve Retirement, LLC CRD 283588

$544M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Golden Reserve Retirement, Llc

270 Bradenton Avenue, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-02-03
  • OH RA
    APPROVED
    Since 2026-02-03

Branch Locations

535 Metro Place S #100, Dublin, OH 43017 • United States

270 Bradenton Avenue, Dublin, OH 43017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Columbus OH 11/2023 11/2025
Northwestern Mutual Cincinnati OH 05/2023 08/2023
Northwestern Mutual Milwaukee WI 06/2022 05/2023
U.S. Bank Dublin OH 06/2021 05/2022
Golden Reserve Dublin OH 12/2025 Present
Ohio State University Columbus OH 08/2017 05/2023
High School Mentor OH 08/2013 06/2017
  • 11/2023 → 11/2025
    Northwestern Mutual
    Columbus, OH
  • 05/2023 → 08/2023
    Northwestern Mutual
    Cincinnati, OH
  • 06/2022 → 05/2023
    Northwestern Mutual
    Milwaukee, WI
  • 06/2021 → 05/2022
    U.S. Bank
    Dublin, OH
  • 12/2025 → Present
    Golden Reserve
    Dublin, OH
  • 08/2017 → 05/2023
    Ohio State University
    Columbus, OH
  • 08/2013 → 06/2017
    High School
    Mentor, OH
Other Businesses

Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 12/2025 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hours/month devoted to other business - 130 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.

Designations
  • Certified Financial Planner

View on SEC IAPD

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