Clayton Michael Kreuz

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 12/2018
  The Ohio State University
  Columbus, OH
• 06/2018 → 12/2018
  Summit Financial
  Columbus, OH
• 01/2019 → 12/2019
  Summit Financial
  Columbus, OH
• 01/2020 → 06/2024
  Summit Financial
  Columbus, OH
• 06/2024 → 10/2024
  Unemployed
  Delta, OH
• 10/2024 → Present
  Golden Reserve Retirement Llc
  Dublin, OH

Other Businesses

Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 10/2024 - 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-17