Terrel
Eisert
The Retirement Guys Formula
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About this Advisor
Terrel Eisert is a financial advisor operating out of Maumee, Ohio who has 3 years of relevant experience. Eisert currently works for The Retirement Guys Formula. During their career, Eisert has held roles at Independent Ins Agent, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Wrp Investments Inc, Sterne Agee Financial Services, Inc, Sterne Agee Investment Advisor Services, Inc, Peak Brokerage Services, LLC, Blackridge Asset Management and The Retirement Guys Formula. Eisert holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Ohio. The Retirement Guys Formula is a company that has its headquarters in Maumee, OH. The company has offices in five locations and a total of 12 advisors. It handles $201 million in assets under management across its 1,740 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,740 client accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on which service is offered. However, fees billed by The Retirement Guys Formula likely consist 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
Terrel Eisert Work History
Terrel has been registered as a financial advisor for 3 years.*
The Retirement Guys Formula
Peak Brokerage Services, LLC
Blackridge Asset Management
Independent Ins Agent
Sterne Agee Investment Advisor Services, Inc
Sterne Agee Financial Services, Inc
Wrp Investments Inc
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, 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 Terrel Eisert 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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