Retirement Strategies, Ltd.

Retirement Strategies, Ltd. (CRD# 163701) is a financial advisory firm headquartered in Dublin, OH. They manage $205,643,016 in 943 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    206
    MILLION
  • Total Number of Accounts
    943
    ACCOUNTS
  • Average Account Value
    $218,073
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, OH, TX

Financial Advisors at Retirement Strategies, Ltd.
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey R. Foster
CRD#: 2154762
5060 Parkcenter Ave Suite A, Dublin, OH 43017

Jeffrey Foster (CRD# 2154762) is an Investment Advisor Representative working at Retirement Strategies, Ltd. in Dublin, OH and has over 32 years of experience in the finance industry.

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

James Lindner (CRD# 2278697) is an Investment Advisor Representative working at Retirement Strategies, Ltd. in Dublin, OH and has over 31 years of experience in the finance industry.

3
Nathan P. Quilter
CRD#: 6680690
5060 Parkcenter Ave., Suite A, Dublin, OH 43017

Nathan Quilter (CRD# 6680690) is an Investment Advisor Representative working at Retirement Strategies, Ltd. in Dublin, OH and has over 7 years of experience in the finance industry.

4
Jerry Snyder
CRD#: 1049006
5060 Parkcenter Ave Suite A, Dublin, OH 43017

Jerry Snyder (CRD# 1049006) is an Investment Advisor Representative working at Retirement Strategies, Ltd. in Dublin, OH and has over 13 years of experience in the finance industry.

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