Hantz Financial Services
46yrs
Top advisor by experience at Hantz Financial Services
46yrs
Terrel Eisert
Full name on record: Terrel Alan Eisert
Financial advisor at The Retirement Guys Formula
Terrel Eisert has worked in the financial industry for 46 years and is a fiduciary financial advisor based in Maumee, Ohio. After three years at Blackridge Asset Management and three years at Stonex Advisors, Terrel joined The Retirement Guys Formula in 2020, a firm offering financial planning, investment management, and selecting outside investment managers. The Retirement Guys Formula reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 195 advisors with offices in Maumee, and one of 153 fiduciaries.
At a glance
Experience46 years (since 1980)
How that compares ?Top advisor by experience at The Retirement Guys Formula
Office1700 Woodlands Drive, Maumee, OH 43537
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$239,652
Advisors at the firm6
States licensed ?1 state
Services through The Retirement Guys Formula
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowThe Retirement Guys FormulaCurrent firm
- 2018 – 2021Blackridge Asset Management, LLCPreviously
- 2015 – 2018Stonex Advisors Inc.Previously
- Jun 2013 – Jan 2015WRP Investments, Inc.Previously
- 2010 – 2013
- Aug 2006 – Dec 2006Transamerica Financial Advisors, LLCPreviously
Contact Terrel
(419) 842-0550The Retirement Guys Formula main office 1700 Woodlands DriveMaumee, OH 43537Office · Get directions Firm websiteamericasretirementheadquarters.com
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Questions to ask Terrel
Tailored to Terrel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Terrel
How do I contact Terrel?
Call The Retirement Guys Formula at (419) 842-0550 and ask for Terrel Eisert. Terrel works from the Maumee, OH office.
How long has Terrel been a financial advisor?
Terrel has been in the industry since 1980, about 46 years. Top advisor by experience at The Retirement Guys Formula.
What licenses does Terrel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Terrel a fiduciary?
Terrel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Terrel paid?
The Retirement Guys Formula reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Terrel 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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