Terrel Alan Eisert
Professional Summary
Terrel Alan Eisert, who also goes by Terrel Eisert, Terry A Eisert, Terry Alan Eisert, is a registered financial advisor currently at THE RETIREMENT GUYS FORMULA located in Cincinnati, Ohio and PEAK BROKERAGE SERVICES, LLC located in Cincinnati, Ohio. Terrel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. Terrel has worked at 19 firms and has passed the Series 65, Series 63, SIE...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Terrel Eisert, Terry A Eisert, Terry Alan Eisert
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
46 years in the financial services industry
Current & Past Employments
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Current Firm
AMERICA'S RETIREMENT HEADQUARTERS | THE RETIREMENT GUYS NETWORK | THE RETIREMENT GUYS FORMULA LLC | THE RETIREMENT GUYS FORMULA | RETIRE PITTSBURGH | EISERT WEALTH MANAGEMENT | BULL MOOSE RETIREMENT
Contact Information
Main Address
1700 Woodlands Drive, Maumee, OH 43537Phone Number
(419) 842-0550# of Employees
7SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,861AUM (Assets Under Management)
$276,913,975Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
AMERICA'S RETIREMENT HEADQUARTERS | THE RETIREMENT GUYS NETWORK | THE RETIREMENT GUYS FORMULA LLC | THE RETIREMENT GUYS FORMULA | RETIRE PITTSBURGH | EISERT WEALTH MANAGEMENT | BULL MOOSE RETIREMENT
State Registrations and Notice Filings
(5/25/2018)
(5/24/2018)
(5/24/2018)
(5/24/2018)
(11/19/2020)
(7/17/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Terrel Alan Eisert's CRS (Customer Relationship Summary).
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