Edward Wright has been an investment adviser representative at Golden Reserve Retirement since August 2023, and is not listed among the firm’s executive officers or direct owners. Edward Wright holds a Degree in Finance with an Investment Concentration from Wright State University.
Golden Reserve Retirement, LLC is a Dublin, OH firm with $544M under management, 2,008 clients and 22 advisers across 46 offices, as of its March 2026 filing.
Edward Wright is a Partner of Golden Reserve. He previously served as a Wealth Advisor and Retirement Plan Consultant for a Dayton wealth management firm, and before that worked as a realtor.
Edward Wright’s longest registration was 8 years at Dean Financial Services (2015–2023). Before joining Golden Reserve Retirement in 2023, Edward Wright was registered through Dean Financial Services and Dean Investments.
- – present · 3 yearsDayton, OH · Adviser representative · Firm CRD 283588
- Dean Financial Services– · 8 yearsBeavercreek, OH · Adviser representative · Firm CRD 129679
- Dean Investments– · 8 yearsBeavercreek, OH · Adviser representative · Firm CRD 104635
Professional designations
Listed by Golden Reserve Retirement
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Edward Wright is registered as an investment adviser representative in 5 states. The first approvals date from August 2023; the most recent is Missouri, in January 2026.
- IndianaSince 14 February 2025
- KansasSince 16 January 2026
- KentuckySince 14 October 2024
- MissouriSince 20 January 2026
- OhioSince 17 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 March 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Edward Joseph Wright
- CRD
- 5907092
- Firm
- Golden Reserve Retirement · CRD 283588
- Office
- 925 Congress Park Drive, Suite A, Dayton, OH 45459
- Registration
- Investment adviser registration
- In the industry since
- June 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- goldenreserve.com
Where does Edward Wright work?
Edward Wright is an investment adviser representative registered through Golden Reserve Retirement, LLC since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Edward Wright a financial advisor?
Yes. Edward Wright has a current investment-adviser registration in Indiana, Kansas, Kentucky, Missouri and Ohio, through Golden Reserve Retirement since August 2023.
How many years of experience does Edward Wright have?
Edward Wright has 11 years in the financial industry, since June 2015, across 3 adviser firms.
What exams has Edward Wright passed?
Edward Wright passed the Series 65 in March 2015.
Where did Edward Wright work before Golden Reserve Retirement?
Before Golden Reserve Retirement, Edward Wright was registered through Dean Financial Services, March 2015 to May 2023; Dean Investments, March 2015 to May 2023.
Where is Edward Wright based?
Edward Wright’s registered office is in Dayton, OH.
Is Edward Wright registered with FINRA?
No. Edward Wright has no current broker registration.
Is Edward Wright a CFP?
Golden Reserve Retirement lists Edward Wright with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Edward Wright’s record?
Search CRD 5907092 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Wright’s full registration record.
Anna ChristineChief Compliance Officer- Gregory AlerSilent Owner
- Justin SpringSilent Partner