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).

Current Firm Details
1700 Woodlands Drive, Maumee, OH 43537
https://retirepittsburgh.com/
By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at The Retirement Guys Formula
Showing 1 - 10 of 11 top financial advisors.
1
Nolan Baker, financial advisor Maumee OH
Nolan R. Baker
CRD#: 2900826
1700 Woodlands Drive, Maumee, OH 43537

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.

2
Mark Clair, financial advisor Sylvania OH
Mark D. Clair
CRD#: 1986609
5630 Main Street, Sylvania, OH 43560

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.

3
Ryan Clair, financial advisor Sylvania OH
Ryan C. Clair
CRD#: 6308478
5630 Main Street, Sylvania, OH 43560

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.

4
Terrel Eisert, financial advisor Maumee OH
Terrel A. Eisert
CRD#: 714010
1700 Woodlands Drive, Maumee, OH 43537

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.

5
Shane Galino, financial advisor Maumee OH
Shane W. Galino
CRD#: 4167676
1700 Woodlands Drive, Maumee, OH 43537

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.

6
Rebekah Kiger, financial advisor Verona PA
Rebekah S. Kiger
CRD#: 5740492
601 Allegheny Blvd, Verona, PA 15147

Rebekah Kiger (CRD# 5740492) is an Investment Advisor Representative working at The Retirement Guys Formula in Verona, PA and has over 13 years of experience in the finance industry.

7
Scott Osborn, financial advisor Maumee OH
Scott A. Osborn
CRD#: 6938894
1700 Woodlands Drive, Maumee, OH 43537

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.

8
Chaz Price, financial advisor Maumee OH
Chaz R. Price
CRD#: 4890676
1700 Woodlands Drive, Maumee, OH 43537

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.

9
Kenneth Sullivan, financial advisor Maumee OH
Kenneth M. Sullivan
CRD#: 2794124
1700 Woodlands Drive, Maumee, OH 43537

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.

10
Jeremy Baker, financial advisor Maumee OH
Jeremy S. Baker
CRD#: 3244172
1700 Woodlands Drive, Maumee, OH 43537

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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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