Connor Tumblin (CRD# 7324681) is an Investment Advisor Representative working at The Retirement Guys Formula in Maumee, OH and has over 3 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak Brokerage Services, LLC | Jupiter, FL | Jan 2024 - Current | < 1 |
| The Retirement Guys Formula | Maumee, OH | Dec 2020 - Current | 3 |
| The Retirement Guys Formula | Maumee, OH | Aug 2020 - Dec 2020 | < 1 |
| Riverby Hills Golf Club | Bowling Green, OH | Mar 2020 - Aug 2020 | < 1 |
| Unemployed | Haskins, OH | Oct 2019 - Mar 2020 | < 1 |
| Riverby Hills Golf Club | Bowling Green, OH | Apr 2019 - Oct 2019 | < 1 |
| Otsego Local Schools | Tontogany, OH | Dec 2010 - May 2019 | 8 |
| Riverby Hills Golf Club | Bowling Green, OH | Apr 2018 - Oct 2018 | < 1 |
| D&d Industries | Monclova, OH | May 2017 - Aug 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- OH
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts1,858ACCOUNTS
-
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
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