Shane
Galino
The Retirement Guys Formula
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About this Advisor
Shane Galino is a financial advisor who works out of Maumee, Ohio who has 6 years of relevant experience. Galino currently works for The Retirement Guys Formula. Throughout their career, they have worked at Pnc Investments, First Niagara Bank, Lpl Financial LLC, Hazard & Siegel Inc, Blackridge Asset Management, LLC, The Retirement Guys Formula, Retire Pittsburgh LLC, Retire Pittsburgh Management LLC, Hazard & Siegel Advisory Services LLC and Peak Brokerage Services, LLC. Galino has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to operate in Pennsylvania and Texas. The Retirement Guys Formula is a financial advisory company that has its headquarters in Maumee, OH. The company has offices in five locations and a total of 12 people on staff. It handles $201 million in assets across its 1,740 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,740 accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets. The Retirement Guys Formula performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services usually are based on which services the firm provides the client. Fees billed by The Retirement Guys Formula can include any combination of 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
Shane Galino Work History
Shane has been registered as a financial advisor for 6 years.*
Retire Pittsburgh Management LLC
Retire Pittsburgh Management LLC
Retire Pittsburgh Management LLC
Retire Pittsburgh LLC
The Retirement Guys Formula
Blackridge Asset Management, LLC
Peak Brokerage Services, LLC
Hazard & Siegel Inc
Hazard & Siegel Advisory Services LLC
First Niagara Bank
Lpl Financial LLC
Pnc Investments
*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 Shane Galino 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
Verona, PA
Sylvania, OH
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
