Heather M Trbovich
Investment adviser representative at Golden Reserve Retirement, LLC
14 yearsExperience
1 stateRegistered in
$544.3MFirm assets
5 yearsFirm in business
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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
14 years in the industry.
- Golden Reserve Retirement, LLCAug 2026 to now
- ModereApr 2023 to now
- Bank of America, N.A.Oct 2024 to Jul 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to Jul 2026
- Concorde Investment Services, LLCNov 2016 to Mar 2023
- Concorde Financial GroupOct 2012 to Mar 2023
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6128751
- Firm CRD
- 283588