Matthew Schaefer has been an investment adviser representative at Golden Reserve Retirement since September 2020, and is not listed among the firm’s executive officers or direct owners.
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.
- – present · 6 yearsIndependence, OH · Adviser representative · Firm CRD 283588
Investment adviser representative registrations
Matthew Schaefer is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from September 2020; the most recent is Texas, in September 2025.
- FloridaSince 3 April 2025
- OhioSince 29 September 2020
- PennsylvaniaSince 25 March 2025
- TexasResidentSince 25 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 August 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew Richard Schaefer
- CRD
- 7298747
- Firm
- Golden Reserve Retirement · CRD 283588
- Office
- 6133 Rockside Road, Suite 303, Independence, OH 44107
- Registration
- Investment adviser registration
- In the industry since
- September 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Schaefer work?
Matthew Schaefer is an investment adviser representative registered through Golden Reserve Retirement, LLC since September 2020, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Schaefer a financial advisor?
Yes. Matthew Schaefer has a current investment-adviser registration in Florida, Ohio, Pennsylvania and Texas, through Golden Reserve Retirement since September 2020.
How many years of experience does Matthew Schaefer have?
Matthew Schaefer has 6 years in the financial industry, since September 2020, across 1 adviser firm.
What exams has Matthew Schaefer passed?
Matthew Schaefer passed the Series 65 in August 2020.
Where is Matthew Schaefer based?
Matthew Schaefer’s registered office is in Independence, OH.
Is Matthew Schaefer registered with FINRA?
No. Matthew Schaefer has no current broker registration.
How can I verify Matthew Schaefer’s record?
Search CRD 7298747 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Schaefer’s full registration record.
Anna ChristineChief Compliance Officer- Gregory AlerSilent Owner
- Justin SpringSilent Partner