Unclaimed Profile

Mark Douglas Clair

THE RETIREMENT GUYS FORMULA·MAUMEE, Ohio

SIE, Series 6, Series 63, Series 6523 years registeredTHE RETIREMENT GUYS FORMULA

1700 WOODLANDS DRIVE, MAUMEE, OH 43537CRD# 1986609Firm CRD# 168561

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Douglas Clair · MAUMEE, OH

Registration

CRD #1986609 · THE RETIREMENT GUYS FORMULA · 23 years registered

Brand Profile

Not yet started

Career History

THE RETIREMENT GUYS FORMULA

Sep 2017 – present

BLACKRIDGE ASSET MANAGEMENT, LLC

May 2017 – present

THE RETIREMENT GUYS FORMULA

Apr 2016 – Aug 2017

MAUMEE, OH

NEXT FINANCIAL GROUP, INC.

Jun 2003 – Sep 2015

MAUMEE, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · June 6, 2003

Years registered · 23

Disclosure History

2013Regulatory·Final

2008Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THE RETIREMENT GUYS FORMULA LLC

CRD 168561 · SEC 801-119086

AUM

$250M

Regulatory assets under management

Employees

1,858 client accounts

Services offered by THE RETIREMENT GUYS FORMULA LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE RETIREMENT GUYS FORMULA LLC →

Introduction

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Frequently Asked Questions

What services does Mark Douglas Clair offer?

Mark Douglas Clair specializes in Financial Planning, Investment Management. Contact their office in MAUMEE, Ohio for a consultation.

What are Mark Douglas Clair's credentials?

Mark Douglas Clair is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Douglas Clair located?

Mark Douglas Clair is based in MAUMEE, Ohio, working with THE RETIREMENT GUYS FORMULA. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.

How does Mark Douglas Clair charge for services?

Mark Douglas Clair's firm is compensated through percentage of aum, hourly charges, subscription fees, other: share in the fee paid to third party advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE RETIREMENT GUYS FORMULA?

THE RETIREMENT GUYS FORMULA has approximately 13 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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