Cole Patrick Kirchner
Investment adviser representative at Golden Reserve Retirement, LLC
10 yearsExperience
9 statesRegistered 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
10 years in the industry.
- Golden Reserve Retirement, LLCJun 2026 to now
- UnemployedNov 2025 to Jun 2026
- J.P. Morgan Securities LLCMay 2022 to Nov 2025
- JPMorgan Chase Bank, N.A.May 2022 to Nov 2025
- Hornor, Townsend & Kent LLCApr 2021 to May 2022
- Penn Mutual Life Insurance/ 21st Century FinancialFeb 2021 to Apr 2022
- New York Life Insurance Co.Nov 2016 to Apr 2021
- Nylife Securities LLCNov 2016 to Apr 2021
- UnemployedMay 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 9 states (IN, KS, KY, MI, MO, OH, PA, TX, VA).
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
- 6724422
- Firm CRD
- 283588