Connor
Tumblin
The Retirement Guys Formula
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About this Advisor
Connor Tumblin is a financial advisor working in Maumee, Ohio with 2 years of industry experience. Tumblin works at The Retirement Guys Formula. Their career trajectory has included roles at Otsego Local Schools, D&D Industries, Riverby Hills Golf Club and The Retirement Guys Formula. Tumblin holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Ohio. The Retirement Guys Formula is a financial advisory business based out of Maumee, OH. The firm has offices in five locations and a total of 12 financial advisors. It has $201 million in total assets across its 1,740 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,740 client accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually depend on which services are offered. Fee types charged by The Retirement Guys Formula likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Retirement Guys Formula Brokerage Details
$200,948,938
12
1,740
$115,488
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Connor Tumblin Work History
Connor has been registered as a financial advisor for 2 years.*
The Retirement Guys Formula
Riverby Hills Golf Club
The Retirement Guys Formula
Riverby Hills Golf Club
Riverby Hills Golf Club
D&D Industries
Otsego Local Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Connor Tumblin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Retirement Guys Formula
Maumee, OH
Maumee, OH
Maumee, OH
Maumee, OH
Maumee, OH
Maumee, OH
Sylvania, OH
Verona, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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