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- Custodian
- Charles Schwab & Company · Etrade · Trust Company OF America
- Clients
- Retail
- Platforms
- OakAtlas +more
- Established Date
- 05-05-2017
- Office Locations
- 1
Office Locations
About Golden Years Financial, LLC
Golden Years Financial, LLC is a Nevada-registered RIA in Las Vegas that works alongside affiliated insurance professionals to build retirement income plans and tax-advantaged (often tax-free) strategies, with a focus on protecting clients from overlooked risks. Portfolios are implemented primarily with ETFs and guided by Nitrogen/Riskalyze risk scoring. Led by Mark Cordner (30+ years), the firm has strong local radio/podcast and TV presence.
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Owner & Executives
MARK ROBERT CORDNER
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2592254
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Anthony Christopher Pizl
--
- CRD
- #8218073
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,010,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,010,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,010,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $700,133,947 | 18.3% |
| Cash | $1,974,148,177 | 51.6% |
| Equity - OTC | $1,151,586,437 | 30.1% |
| Total | $3,825,868,561 | 100.0% |