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James A Lindner

RETIREMENT STRATEGIES, LTD.·DUBLIN, Ohio
Unclaimed Profile
5060 PARKCENTER AVE., DUBLIN, OH 43017CRD# 2278697Firm CRD# 163701
01

About

James A Lindner is a registered financial advisor based in DUBLIN, Ohio, affiliated with RETIREMENT STRATEGIES, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
RETIREMENT STRATEGIES, LTD.
RETIREMENT STRATEGIES, LTD.
AUM
$206M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at RETIREMENT STRATEGIES, LTD. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2278697
Firm CRD# 163701
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James A Lindner offer?
James A Lindner specializes in Financial Planning, Investment Management. Contact their office in DUBLIN, Ohio for a consultation.
What are James A Lindner's credentials?
James A Lindner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James A Lindner located?
James A Lindner is based in DUBLIN, Ohio, working with RETIREMENT STRATEGIES, LTD.. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.
How does James A Lindner charge for services?
James A Lindner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETIREMENT STRATEGIES, LTD.?
RETIREMENT STRATEGIES, LTD. has approximately 7 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)AKRON (70)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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