RETIREMENT STRATEGIES, LTD.

DUBLIN, Ohio·4 registered advisors·CRD# 163701
SEC# 801-1127380614-799-8668
01

Firm Overview

AUM
$206M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RETIREMENT STRATEGIES, LTD.

4 registered advisors
James A Lindner
DUBLIN, Ohio
Jeffrey Robert Foster
DUBLIN, Ohio
Jerry Wesley Snyder
DUBLIN, Ohio
Robert Clarence Wilhelm
DUBLIN, Ohio
05

Office Locations

DUBLIN, Ohio
4 advisors

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Data sourced from SEC Form ADV filings. RETIREMENT STRATEGIES, LTD. (CRD# 163701) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.