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1700 Woodlands Drive, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-11-19 |
Branch Locations
1700 Woodlands Drive, Maumee, OH 43537 • United States
2010 Madison Road #201, Cincinnati, OH 45208 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Ins Agent | Cincinnati | OH | 03/2006 | Present |
| Wrp Investments Inc | Youngstown | OH | 06/2013 | 05/2018 |
| Sterne Agee Financial Services, Inc. | Cincinnati | OH | 09/2014 | 05/2018 |
| Sterne Agee Investment Advisor Services, Inc. | Birmingham | AL | 01/2015 | 05/2018 |
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 05/2018 | Present |
| Blackridge Asset Management | Williamsville | NY | 05/2018 | 01/2021 |
| The Retirement Guys Formula | Maumee | OH | 11/2020 | Present |
1) Eisert Wealth Management' Registered Rep; Investments; Start Date: 5/24/18; Approx Hours Spent On Activity Per Month: 200; Approx Hours Spent On Activity Per Month During Trading Hours: 150 2) Peak Brokerage Services, investment related, Cincinnati OH, Broker-Dealer, Registered Representative, Start Date 05/2018, approximately 100 hours per month with 75 hours per month during securities trading hours 3) The Retirement Guys Formula, investment related, Cincinnati OH, Registered Investment Advisor, Investment Adviser Representative, Start Date 11/2020, approximately 100 hours per month with 75 hours per month during securities trading hours 4) Insurance Agent, investment related, Cincinnati OH, Licensed in Accident & Health, Life, and Variable Products, Start Date 11/1980, approximately 0 hours per month 5) Business entity: Andrea Eisert Abstract Art; Business Activity: Art; Address: Duties of Position: Selling Paintings; Titles: Sales; Start Date: 08/2022; Approx. # of hours spent on activity: 10; Approx. # of hours spent during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1980-07-03 |
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