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Financial ADVSR advisor directory · SEC adviser records

The Retirement Guys Formula financial advisors

Every SEC-registered investment adviser representative at The Retirement Guys Formula, by the state and city of the office they work from.

6 registered advisors work at The Retirement Guys Formula, in 1 state and 2 cities; the most are in Maumee, OH (4). 1 list the CFP designation and 4 are also registered broker representatives.

Search every The Retirement Guys Formula advisor by name →Who joined and left The Retirement Guys Formula →The Retirement Guys Formula: assets, clients and custodians →

Cities with the most The Retirement Guys Formula advisors

Maumee, OH 4Sylvania, OH 2

The Retirement Guys Formula advisors by state

The Retirement Guys Formula in Ohio 6

Maumee 4Sylvania 2

Questions

How many financial advisors does The Retirement Guys Formula have?

6 investment adviser representatives are registered with The Retirement Guys Formula, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 2 cities. 1 list the CFP designation and 4 are also registered as broker representatives.

Where does The Retirement Guys Formula have the most advisors?

Maumee, OH, with 4 registered advisors, then Sylvania, OH (2). By state, Ohio has the most, with 6.

How do I find a The Retirement Guys Formula financial advisor near me?

Pick your state below, then your city, to see every The Retirement Guys Formula advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at The Retirement Guys Formula offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →