Edward Joseph Wright
Investment adviser representative at Golden Reserve Retirement, LLC
15 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$544.3MFirm assets
Are you Edward Joseph Wright? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Golden Reserve Retirement, LLCMay 2023 to now
- Wright Up Your Alley LLCJan 2011 to now
- C.H. Dean, LLCFeb 2015 to May 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 5 states (IN, KS, KY, MO, OH).
Golden Reserve Retirement, LLC
$544.3MAssets managed
2,008Clients
28Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5907092
- Firm CRD
- 283588