THE RETIREMENT GUYS FORMULA LLC

Legal name: THE RETIREMENT GUYS FORMULA

CRD #168561 SEC #801-119086 MAUMEE, OH 419-842-0550

SEC Registered Disclosures

Total AUM

$300.6M

Discretionary

$300.6M

Employees

Clients

Accounts

1,991

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Company
State of Formation: Ohio
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 28, 2025
Branch Offices: 6

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BAKER, NOLAN, RICHARD	I	CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	E	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	D	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	D	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	D	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	D	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	D	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	D	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	D	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	D	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	D	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	D	Control
BAKER, NOLAN, RICHARD	I	MANAGING MEMBER/CCO	D	Control
CLAIR, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
CLAIR, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
CLAIR, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
CLAIR, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
CLAIR, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
CLAIR, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
CLAIR, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
CLAIR, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
CLAIR, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
CLAIR, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control
CLAIR, MARK, DOUGLAS	I	MANAGING MEMBER	D	Control

Registrations

Federal

Oct 28, 2025 REGISTERED

Notice Filings (10)

CO FL IL IN MI NC OH PA SC TX

Address

1700 WOODLANDS DRIVE
MAUMEE, OH 43537
United States

Phone: 419-842-0550