Nolan Richard Baker

Current Employers

Employment History

• 08/2013 → Present
  Retirement Guys Formula Llc
  Maumee, OH
• 09/2015 → Present
  Peak Brokerage Services, Llc
  Palm Beach Gardens, FL

Previous Registrations

• 2003-06-06 → 2015-09-02
  Next Financial Group, Inc.
  Sylvania, OH
  Maumee, OH

Other Businesses

1) CMBY, LLC; COMMERCIAL REAL ESTATE OWNER; 30% OWNERSHIP; OWNER; MANAGE THE PROPERTY; COMMENCEMENT DATE: 08/2008; INDEFINITE; 2 HRS/MO 2) CU SPECIALIST LTD; CORP; INSURANCE; LIFE/HEALTH; 100% OWNERSHIP; 5% TIME SPENT; 0% TOTAL COMP; CORP OFFICER; 3) RETIREMENT GUYS FORMULA; DBA; RIA OWNER; 100% OWNERSHIP; 50% TIME SPENT; 60% TOTAL INCOME; COMPLIANCE MANAGER; INDEFINITE TERM; 4) America's Retirement Headquarters; Owner Advisor; Start Date: 1.1.18; Approx. Hours Per Month Spent On Activity: 40; Approx. Hours Spent On Activity Per Month During Trading Hours: 30; 5) Legal Shield; Membership Service, Clients can receive legal advice. Refer Clients. Start Date: 4.1.17. 2 hours spent on activity each month. 0 hours spent on activity during trading hours each month. 6) Insurance Sales; Nolan Baker Agent; Insurance Agent; Start Date: 2/94; Approx. Hours Spent On Activity During Trading Hours: 40; Approx. Hours Spent On Activity Per Month: 40 7) America's Retirement Academy; Educational Seminar Series; Host Educational Event; Course Instructor; Start Date: 4/30/19; Approx. Number Of Hours Spent On Activity Per Month: 10; Approx. Number Of Hours Spent On Activity Per Month During Trading Hours: 0 8) America's Medicare Associates; Owner; Medicare Supplemental Insurance; Start Date; 07/2019; Approx. Number Of Hours Spent On Activity Per Month: 10; Approx. Number Of Hours Spent On Activity Per Month During Trading Hours: 8 9) Camelot Portfolio's; IAR; Start Date: 10.23.19; Approx. Number Of Hours Spent On Activity Per Month During Trading Hours: 10 Approx. Number Of Hours Spent On Activity Per Month:10 10) Business entity: Retirement Tax Partner; Business activity: Tax preparations; Duties of Position: owner; Title: owner; Start Date: 12/25; Approx. # of hours per month spent on activity: 5; Approx. # of hours spent during trading hours: 5

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-09
• S63 Uniform Securities Agent State Law Examination
  1999-06-16