Heather Trbovich has been an investment adviser representative at Golden Reserve Retirement since August 2026, and is not listed among the firm’s executive officers or direct owners. Heather Trbovich holds a Bachelor's degree in accounting from Baker College.
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.
Heather Trbovich is a Senior Retirement Planner of Golden Reserve. She has helped clients simplify complex financial decisions and build strategies to grow and protect their wealth for more than 15 years. Before joining Golden Reserve she worked as a financial and tax advisor for a financial services firm and at the wealth management and investment division of a major national bank.
Heather Trbovich’s longest registration was 5 years at Concorde Asset Management, LLC (2018–2023). Before joining Golden Reserve Retirement in 2026, Heather Trbovich was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Concorde Asset Management, LLC.
- – present · under a yearTroy, MI · Adviser representative · Firm CRD 283588
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearClinton Township, MI · Adviser representative · Firm CRD 7691
- Concorde Asset Management, LLC– · 5 yearsShelby Township, MI · Adviser representative · Firm CRD 140367
Investment adviser representative registrations
Heather Trbovich is registered as an investment adviser representative in Michigan, since August 2026.
- MichiganSince 5 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 January 2018 |
| Series 7 | General Securities Representative Examination | 9 March 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Heather M Trbovich
- CRD
- 6128751
- Firm
- Golden Reserve Retirement · CRD 283588
- Office
- 901 Wilshire Dr. Suite 550, Troy, MI 48084
- Registration
- Investment adviser registration
- In the industry since
- November 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- goldenreserve.com
Where does Heather Trbovich work?
Heather Trbovich is an investment adviser representative registered through Golden Reserve Retirement, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Heather Trbovich a financial advisor?
Yes. Heather Trbovich has a current investment-adviser registration in Michigan, through Golden Reserve Retirement since August 2026.
How many years of experience does Heather Trbovich have?
Heather Trbovich has 7 years in the financial industry, since November 2018, across 3 adviser firms.
What exams has Heather Trbovich passed?
Heather Trbovich has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2017. FINRA credited Heather Trbovich with the SIE, which began in October 2018.
Where did Heather Trbovich work before Golden Reserve Retirement?
Before Golden Reserve Retirement, Heather Trbovich was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2024 to July 2026; Concorde Asset Management, LLC, January 2018 to March 2023.
Where is Heather Trbovich based?
Heather Trbovich’s registered office is in Troy, MI.
Is Heather Trbovich registered with FINRA?
No. Heather Trbovich has no current broker registration.
How can I verify Heather Trbovich’s record?
Search CRD 6128751 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Heather Trbovich’s full registration record.
Anna ChristineChief Compliance Officer- Gregory AlerSilent Owner
- Justin SpringSilent Partner