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Rebekah Suzanne Kiger

THE Retirement Guys Formula

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About Rebekah Suzanne Kiger

Rebekah Kiger is a financial advisor with over 10 years of experience in the financial services industry. Rebekah is a Registered Representative and Investment Advisor Representative with The Retirement Guys Formula and Retire Pittsburgh Management LLC. Rebekah specializes in Retirement Planning, College Savings, and Investment Management for individuals and families. She is passionate about helping her clients achieve their financial goals and live their best lives.

Firm Information

Rebekah Kiger 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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Rebekah Kiger’s Registration & Firm History

PA

12/06/2019 - Present

THE Retirement Guys Formula (Verona PA)

PA

12/01/2017 - 12/04/2019

PNC INVESTMENTS (PITTSBURGH PA)

PA

04/17/2017 - 11/13/2017

CITIZENS SECURITIES, INC. (OAKMONT PA)

PA

09/21/2016 - 04/12/2017

KEY INVESTMENT SERVICES LLC (PITTSBURGH PA)

PA

03/02/2010 - 09/21/2016

LPL FINANCIAL LLC (MONROEVILLE PA)

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Licenses & Designations

BOTH

Issued 12/08/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/05/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2015

Series 7 - General Securities Representative Examination

BC

Issued 03/01/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rebekah Suzanne Kiger.
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