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Nolan Richard Baker

THE RETIREMENT GUYS FORMULA LLC·MAUMEE, Ohio
SIE, Series 7, Series 24, Series 63, Series 6523 years registeredTHE RETIREMENT GUYS FORMULA LLC
1700 WOODLANDS DRIVE, MAUMEE, OH 43537CRD# 2900826Firm CRD# 168561

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nolan Richard Baker · MAUMEE, OH
Registration
CRD #2900826 · THE RETIREMENT GUYS FORMULA LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

THE RETIREMENT GUYS FORMULA
Mar 2015 – present
NEXT FINANCIAL GROUP, INC.
Jun 2003 – Sep 2015
MAUMEE, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · June 6, 2003
Years registered · 23
03

Disclosure History

2024Customer Dispute·Closed-No Action
2012Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

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

04

Firm Overview

Firm
THE RETIREMENT GUYS FORMULA LLC
CRD 168561 · SEC 801-119086
AUM
$250M
Regulatory assets under management
Employees
13
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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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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Other Advisors at THE RETIREMENT GUYS FORMULA LLC

Mark Douglas Clair
MAUMEE, OH

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