The Retirement Guys Formula
The Retirement Guys Formula (CRD# 168561) is a financial advisory firm headquartered in Maumee, OH. They manage $250,070,520 in 1,858 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management250MILLION
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Total Number of Accounts1,858ACCOUNTS
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Average Account Value$134,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IL, IN, MI, NC, OH, PA, SC, TX
Nolan Baker (CRD# 2900826) is an Investment Advisor Representative working at The Retirement Guys Formula in Maumee, OH and has over 24 years of experience in the finance industry.
Mark Clair (CRD# 1986609) is an Investment Advisor Representative working at The Retirement Guys Formula in Sylvania, OH and has over 29 years of experience in the finance industry.
Ryan Clair (CRD# 6308478) is an Investment Advisor Representative working at The Retirement Guys Formula in Sylvania, OH and has over 7 years of experience in the finance industry.
Terrel Eisert (CRD# 714010) is an Investment Advisor Representative working at The Retirement Guys Formula in Maumee, OH and has over 43 years of experience in the finance industry.
Shane Galino (CRD# 4167676) is an Investment Advisor Representative working at The Retirement Guys Formula in Maumee, OH and has over 23 years of experience in the finance industry.
Rebekah Kiger (CRD# 5740492) is an Investment Advisor Representative working at The Retirement Guys Formula in Verona, PA and has over 14 years of experience in the finance industry.
Scott Osborn (CRD# 6938894) is an Investment Advisor Representative working at The Retirement Guys Formula in Maumee, OH and has over 6 years of experience in the finance industry.
Chaz Price (CRD# 4890676) is an Investment Advisor Representative working at The Retirement Guys Formula in Maumee, OH and has over 19 years of experience in the finance industry.
Kenneth Sullivan (CRD# 2794124) is an Investment Advisor Representative working at The Retirement Guys Formula in Maumee, OH and has over 27 years of experience in the finance industry.
Jeremy Baker (CRD# 3244172) is an Investment Advisor Representative working at The Retirement Guys Formula in Maumee, OH and has over 24 years of experience in the finance industry.