The Retirement Guys Formula

The Retirement Guys Formula (CRD# 168561) is a financial advisory firm headquartered in Maumee, OH. They manage $75,483,760 in 1,276 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    1,276
    ACCOUNTS
  • Average Account Value
    $59,157
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, OH, PA

Financial Advisors at The Retirement Guys Formula
Showing 1 - 6 of 6 top financial advisors.
1
Shane W. Galino
CRD#: 4167676
300 Bilmar Dr., Suite 200, Pittsburgh, PA 15205
93
Wealthminder
score

Shane Galino (CRD# 4167676) is an Investment Advisor Representative working at The Retirement Guys Formula in Pittsburgh, PA and has over 17 years of experience in the finance industry.

2
Kenneth M. Sullivan
CRD#: 2794124
1700 Woodlands Drive, Maumee, OH 43537
93
Wealthminder
score

Kenneth Sullivan (CRD# 2794124) is an Investment Advisor Representative working at The Retirement Guys Formula in Maumee, OH and has over 21 years of experience in the finance industry.

3
Eric M. Glover
CRD#: 6781081
1700 Woodlands Drive, Maumee, OH 43537
88
Wealthminder
score

Eric Glover (CRD# 6781081) is an Investment Advisor Representative working at The Retirement Guys Formula in Maumee, OH and has 1 year of experience in the finance industry.

4
Ryan C. Clair
CRD#: 6308478
5630 Main Street, Sylvania, OH 43560
87
Wealthminder
score

Ryan Clair (CRD# 6308478) is an Investment Advisor Representative working at The Retirement Guys Formula in Sylvania, OH and has 1 year of experience in the finance industry.

5
Nolan R. Baker
CRD#: 2900826
1700 Woodlands Drive, Maumee, OH 43537
83
Wealthminder
score

Nolan Baker (CRD# 2900826) is an Investment Advisor Representative working at The Retirement Guys Formula in Maumee, OH and has over 18 years of experience in the finance industry.

6
Mark D. Clair
CRD#: 1986609
5630 Main Street, Sylvania, OH 43560
63
Wealthminder
score

Mark Clair (CRD# 1986609) is an Investment Advisor Representative working at The Retirement Guys Formula in Sylvania, OH and has over 23 years of experience in the finance industry.

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