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).
-
Total Assets Under Management206MILLION
-
Total Number of Accounts943ACCOUNTS
-
Average Account Value$218,073
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, LA, OH, TX
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. 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.
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. 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.
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.
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. 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.