# Golden Years Financial Advisors, Inc.

> Golden Years Financial Advisors, Inc. is a state-registered investment advisory firm in South Bend, IN, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated September 10, 2026.

- CRD: 174275
- Filed as: GOLDEN YEARS FINANCIAL ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: South Bend, IN
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174275
- AdvisorCensus page: https://advisorcensus.com/firm/golden-years-financial-advisors-inc-south-bend-in-174275

## Quick answers

**How is Golden Years Financial Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Golden Years Financial Advisors, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Where is Golden Years Financial Advisors, Inc. located?**
Golden Years Financial Advisors, Inc.'s principal office is in South Bend, IN, according to its Form ADV.

**Is Golden Years Financial Advisors, Inc. registered with the SEC or a state?**
Golden Years Financial Advisors, Inc. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 174275.

**Does Golden Years Financial Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/174275

**What changed in Golden Years Financial Advisors, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in MI.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- goldenyears-advisors.com
- goldenyears-geteducated.com
- goldenyears-planning.com
- Facebook @Golden-Years-Financial-Advisors-Inc-326306624924109

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Golden Years Financial Advisors, Inc. (CRD 174275): Form ADV filing data as of October 2026.