Nolan
Baker
The Retirement Guys Formula
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About this Advisor
Nolan Baker is a financial advisor based in Maumee, Ohio with a total of 8 years of industry experience. Baker works at The Retirement Guys Formula. Over the course of their career, Baker has held roles at Next Financial Group Inc, Retirement Guys Formula LLC and Peak Brokerage Services, LLC. Baker maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio, Pennsylvania and South Carolina. The Retirement Guys Formula is an advisory company headquartered in Maumee, OH. The investment advisory business has offices in five locations and a total of 12 financial advisors. It administers $201 million in assets among its 1,740 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,740 accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The Retirement Guys Formula performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually depend on which service is offered. However, fee types charged by The Retirement Guys Formula can 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
Nolan Baker Work History
Nolan has been registered as a financial advisor for 8 years.*
Peak Brokerage Services, LLC
Retirement Guys Formula LLC
Next Financial Group Inc
*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 Nolan Baker 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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