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Jeremy Scott Baker

THE Retirement Guys Formula

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About Jeremy Scott Baker

Jeremy Baker is a financial advisor with The Retirement Guys Formula in Maumee, OH. Jeremy has been in the industry since 2005 and has experience with a variety of financial products and services. Jeremy holds a Series 63, Series 66, and Series 7 license as well as the SIE. Jeremy is registered with the state of Ohio and is licensed to provide financial advice in Michigan as well. Jeremy is dedicated to helping clients achieve their financial goals.

Firm Information

Jeremy Baker is currently registered with THE Retirement Guys Formula. THE Retirement Guys Formula is a financial advisory firm located in Maumee, Ohio. With over $300 million in regulatory assets under management, they provide financial planning and portfolio management services to individuals and high-net-worth individuals. The firm also offers selection of other advisers. They have a team of 10 licensed agents, 10 investment advisor representatives, and 4 registered representatives.
THE Retirement Guys Formula

1700 WOODLANDS DRIVE

MAUMEE, OH 43537

$300.60M

Assets Under Management

14

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Share in the fee paid to third party advisers

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Jeremy Baker’s Registration & Firm History

OH

08/31/2021 - Present

THE Retirement Guys Formula (MAUMEE OH)

MI

06/26/2017 - 01/11/2018

AMERIPRISE FINANCIAL SERVICES, INC. (YPSILANTI MI)

MI

04/23/2008 - 07/23/2012

METLIFE SECURITIES INC. (TROY MI)

MI

08/25/1999 - 02/02/2007

AMERIPRISE FINANCIAL SERVICES, INC. (NOVI MI)

MN

08/25/1999 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/06/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jeremy Scott Baker. Review regulatory record here.
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