Rebekah
Kiger

The Retirement Guys Formula

CRD#5740492
Investment Advisor
in Verona, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Rebekah Kiger is a financial advisor based in Verona, Pennsylvania, working with The Retirement Guys Formula. Rebekah has previously held positions at First Niagara Bank, Lpl Financial, LLC, Key Investment Services LLC, Citizens Securities, Inc, Pnc Investments, LLC, The Retirement Guys Formula, Retire Pittsburgh Management LLC, and Retire Pittsburgh LLC. Rebekah has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Rebekah is part of The Retirement Guys Formula, which operates out of Verona, Pennsylvania. The firm has 6 offices and 13 employees. The firm manages assets totaling $250.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at The Retirement Guys Formula includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

601 Allegheny Blvd
Verona, PA 15147

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

The Retirement Guys Formula Brokerage Details

Total Assets Under Management

$250,070,520

PA Average: $2,106,341,625
Total Number of Employees

13

PA Average: 34
Total Number of Accounts

1,858

PA Average: 1,972
Average Account Size

$134,591

PA Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Rebekah Kiger Work History

2021 - Present (3 years)

Retire Pittsburgh Management LLC

2019 - Present (5 years)

The Retirement Guys Formula

2019 - Present (5 years)

Retire Pittsburgh LLC

2017 - 2017 (< 1 year)

Citizens Securities, Inc

2017 - 2019 (2 years)

Pnc Investments, LLC

2016 - 2017 (1 year)

Key Investment Services LLC

2009 - 2016 (7 years)

First Niagara Bank

2009 - 2016 (7 years)

Lpl Financial, LLC

Disclosures

Please visit the SEC profile of Rebekah Kiger 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

Shane Galino
Maumee, OH
Ryan Clair
Sylvania, OH
Chaz Price
Maumee, OH
Robert Ross
Maumee, OH
Jeremy Baker
Maumee, OH
Kenneth Sullivan
Maumee, OH
Connor Tumblin
Maumee, OH
Rebekah Kiger
Verona, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started