Retirement Strategies, Ltd.

Retirement Strategies, Ltd. (CRD# 163701) is a financial advisory firm headquartered in Dublin, OH. They manage $77,121,831 in 281 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    281
    ACCOUNTS
  • Average Account Value
    $274,455
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Retirement Strategies, Ltd.
Showing 1 - 5 of 5 top financial advisors.
1
Jeffrey R. Foster
CRD#: 2154762
5060 Parkcenter Ave Suite A, Dublin, OH 43017
96
Wealthminder
score

Jeffrey Foster (CRD# 2154762) is an Investment Advisor Representative working at Retirement Strategies, Ltd. in Dublin, OH and has over 26 years of experience in the finance industry. Jeffrey Foster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James A. Lindner
CRD#: 2278697
5060 Parkcenter Ave Suite A, Dublin, OH 43017
96
Wealthminder
score

James Lindner (CRD# 2278697) is an Investment Advisor Representative working at Retirement Strategies, Ltd. in Dublin, OH and has over 25 years of experience in the finance industry. James Lindner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Robert C. Wilhelm
CRD#: 2214066
5060 Parkcenter Ave Suite A, Dublin, OH 43017
93
Wealthminder
score

Robert Wilhelm (CRD# 2214066) is an Investment Advisor Representative working at Retirement Strategies, Ltd. in Dublin, OH and has over 25 years of experience in the finance industry.

4
Nathan P. Quilter
CRD#: 6680690
5060 Parkcenter Ave., Suite A, Dublin, OH 43017
90
Wealthminder
score

Nathan Quilter (CRD# 6680690) is an Investment Advisor Representative working at Retirement Strategies, Ltd. in Dublin, OH and has 1 year of experience in the finance industry.

5
Jerry W. Snyder
CRD#: 1049006
5060 Parkcenter Ave Suite A, Dublin, OH 43017
29
Wealthminder
score

Jerry Snyder (CRD# 1049006) is an Investment Advisor Representative working at Retirement Strategies, Ltd. in Dublin, OH and has over 6 years of experience in the finance industry. Jerry Snyder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.