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Ryan Charles Clair

The Retirement Guys Formula

Sylvania, OH

CRD 6308478

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Employer firm

The Retirement Guys Formula CRD 168561

$277M regulatory AUM 17 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
The Retirement Guys Formula

1700 Woodlands Drive, Maumee, OH 43537 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-04-21
  • OH RA
    APPROVED
    Since 2017-04-21

Branch Locations

5630 Main Street, Sylvania, OH 43560 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Retirement Guys, Llc Maumee OH 02/2014 Present
The Retirement Guys Formula Maumee OH 05/2016 Present
Blackridge Asset Management Llc Williamsville NY 05/2017 Present
Previous Registrations
Other Businesses

Bull Moose Retirement; Insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-21
  • S65 Uniform Investment Adviser Law Examination
    2017-04-21
Other Names
  • Ryan Clair

View on SEC IAPD

Nearby Firms

VENTURE VISIONARY PARTNERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC

Nearby Investors

CRAIG ARNOLD WARNIMONT
Jamie Lynn Kaczmarski
Brook Bright

Nearby Offices

VENTURE VISIONARY PARTNERS LLC · SYLVANIA, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Sylvania, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Sylvania, OH

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