Golden Years Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Golden Years Financial serves individual and high‑net‑worth clients, offering ongoing portfolio management, financial planning, and portfolio risk analysis. The firm commonly works as a co‑advisor by directing clients to third‑party investment managers and providing tailored financial plans and portfolio reviews.
GYF’s investment approach is grounded in modern portfolio theory and a long‑term trading horizon, with implementation guided by each client’s investment policy statement and risk tolerance. Rather than executing trades in‑house, the firm conducts due diligence on and refers clients to selected third‑party advisers, performs periodic (including annual) reviews, and delivers a focused portfolio risk analysis service.
What distinguishes the firm from many peers is its integration of insurance services: a licensed insurance agent affiliated with an insurance business offers insurance and annuity products to clients, and the firm discloses that these commissionable sales create a potential conflict of interest. The firm also emphasizes structured funds and structured notes among its recommended investments and operates without account minimums while relying on third‑party managers for trade execution.
Client services
Expertise
Demographic focus
Fee options
$500 one-time Portfolio Risk Analysis fee; $200-$2,000 fixed fees for financial planning
$0 - $500,000: 0.99% $500,001 - $1,500,000: 0.75% $1,500,001 - $7,500,000: 0.50% $7,500,001+: 0.50%
$200-$400 per hour
Main office
7201 W Lake Mead Blvd, Suite 120
Las Vegas NV 89128
Advisors at this office
2
Most active in
Nevada · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Mark C
Series 63, Series 65
Las Vegas, NV
Golden Years Financial, LLC
Mark Cordner is a financial advisor with Golden Years Financial, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Bfc Planning, Securities Management & Research, Inc., and American National Insurance Companies. Outside of advisory services, he serves as president of Cordner Financial Services, Inc., an insurance agency. Golden Years Financial serves individual and high-net-worth clients by offering portfolio management, financial planning, and portfolio risk analysis. The firm typically acts as a co-advisor, referring clients to third-party investment managers and focusing on investment strategies grounded in modern portfolio theory and long-term horizons.
Anthony P
Series 63, Series 65
Las Vegas, NV
Golden Years Financial, LLC
Anthony Pizl is a financial advisor at Golden Years Financial, LLC in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Golden Years Financial, he was affiliated with Equitable Advisors, LLC. Golden Years Financial serves individual and high-net-worth clients by providing portfolio management, financial planning, and portfolio risk analysis. The firm primarily acts as a co-advisor, referring clients to third-party investment managers and conducting ongoing reviews, with an investment approach based on modern portfolio theory and tailored to each client’s risk tolerance.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)