Nolan Baker, financial advisor Maumee OH

Nolan Baker

CRD Number: 2900826
Current Firm: The Retirement Guys Formula

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.

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Company Name Location Dates Years
Peak Brokerage Services, LLC Palm Beach Gardens, FL Sep 2015 - Current 8
Retirement Guys Formula LLC Maumee, OH Aug 2013 - Current 10
Next Financial Group Inc. Toledo, OH Mar 2002 - Sep 2015 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Feb 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Nolan R. Baker
Phone Number: 419-842-0550
Registered State(s):
  • OH
  • PA
  • SC
By the Numbers
  • Total Assets Under Management
    250
    MILLIONS
  • Total Number of Accounts
    1,858
    ACCOUNTS
  • Average Account Value
    $134,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IL, IN, MI, NC, OH, PA, SC, TX

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