The Retirement Guys Formula
46yrs
Top advisor by experience at The Retirement Guys Formula
25yrs
John Engler is a fiduciary financial advisor in Maumee, Ohio, with 25 years in the industry. John joined Osaic Wealth in 2024, after 15 years at SPC and two years at Osaic Fa. John’s designations include CFP® and ChFC.
One of 195 advisors with offices in Maumee, and one of 153 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?More experience than 72% of advisors in Maumee
Office1645 Indian Wood Circle Suite 102, Maumee, OH 43537
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2008 – 2024SPCPreviously
- Nov 2006 – Oct 2008Osaic Fa, Inc.Previously
- 2004 – 2006Thrivent Investment Management Inc.Previously
Contact John
1645 Indian Wood Circle Suite 102Maumee, OH 43537Office · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZ
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Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Osaic Wealth at (800) 821-5100 and ask for John Engler. John works from the Maumee, OH office.
How long has John been a financial advisor?
John has been in the industry since 2002, about 25 years. More experience than 72% of advisors in Maumee.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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