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Nolan Richard Baker

THE RETIREMENT GUYS FORMULA LLC·MAUMEE, Ohio
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1700 WOODLANDS DRIVE, MAUMEE, OH 43537CRD# 2900826Firm CRD# 168561
01

About

Nolan Richard Baker is a registered financial advisor based in MAUMEE, Ohio, affiliated with THE RETIREMENT GUYS FORMULA LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE RETIREMENT GUYS FORMULA LLC
THE RETIREMENT GUYS FORMULA
AUM
$250M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at THE RETIREMENT GUYS FORMULA LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SHARE IN THE FEE PAID TO THIRD PARTY ADVISERS
Regulatory
SEC/IARD CRD# 2900826
Firm CRD# 168561
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nolan Richard Baker offer?
Nolan Richard Baker specializes in Financial Planning, Investment Management. Contact their office in MAUMEE, Ohio for a consultation.
What are Nolan Richard Baker's credentials?
Nolan Richard Baker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nolan Richard Baker located?
Nolan Richard Baker is based in MAUMEE, Ohio, working with THE RETIREMENT GUYS FORMULA LLC. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.
How does Nolan Richard Baker charge for services?
Nolan Richard Baker'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 LLC?
THE RETIREMENT GUYS FORMULA LLC 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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Timothy Wynkoop — CAMELOT PORTFOLIOS, LLCRodney Clayton Zeeb — GENUS CAPITAL MANAGEMENT LLCThomas Cushing Rogerson — GENUS CAPITAL MANAGEMENT LLCMark Douglas Clair — THE RETIREMENT GUYS FORMULASarah Jane Berndt — MUNN WEALTH MANAGEMENT, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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