# Golden Years Financial, LLC

> Golden Years Financial, LLC is a state-registered investment advisory firm in Las Vegas, NV, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 17, 2026.

- CRD: 286458
- Filed as: GOLDEN YEARS FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Las Vegas, NV
- Filing period: October 2026
- Form ADV filing dated: July 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286458
- AdvisorCensus page: https://advisorcensus.com/firm/golden-years-financial-llc-las-vegas-nv-286458

## Quick answers

**How is Golden Years Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Golden Years Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Golden Years Financial, LLC located?**
Golden Years Financial, LLC's principal office is in Las Vegas, NV, according to its Form ADV.

**Is Golden Years Financial, LLC registered with the SEC or a state?**
Golden Years Financial, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286458.

**How much does Golden Years Financial, LLC manage?**
Golden Years Financial, LLC reports $40,010,000 in regulatory assets under management in its Form ADV filing dated July 17, 2026 (100% discretionary).

**What types of clients does Golden Years Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (270); high net worth individuals (9).

**Does Golden Years Financial, LLC 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/286458

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $40,010,000
- Discretionary: $40,010,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 270 | $30,792,365 |
| High net worth individuals | 9 | $9,217,635 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gyfinancial.com
- Facebook @GOLDENYEARSFINANCIAL
- LinkedIn @MARKCORDNER
- LinkedIn @golden-years-financial-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Golden Years Financial, LLC (CRD 286458): Form ADV filing data as of October 2026.