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Clayton Michael Kreuz

Investment adviser representative at Golden Reserve Retirement, LLC
10 yearsExperience
4 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.

  1. Golden Reserve Retirement, LLCOct 2024 to now
  2. UnemployedJun 2024 to Oct 2024
  3. Summit FinancialJan 2020 to Jun 2024
  4. Summit FinancialJan 2019 to Dec 2019
  5. Summit FinancialJun 2018 to Dec 2018
  6. The Ohio State UniversityAug 2014 to Dec 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 4 states (IL, IN, MI, 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
8001533
Firm CRD
283588
Advisor's SEC record (opens in a new tab)
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