CRD: 163701
Retirement Strategies, Ltd.
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- Custodian
- Fidelity/NFS · MID Atlantic · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-02-2012
- Office Locations
- 1
Office Locations
About Retirement Strategies, Ltd.
Retirement Strategies, Ltd. is an Ohio RIA focused on comprehensive, fee-based retirement planning and ongoing investment management. The team builds long-term, asset-allocation portfolios aligned to goals, risk tolerance, and time horizon, and coordinates risk management, estate planning, and tax-mitigation strategies. Notable niche: guidance for OPERS and STRS state employees; custodians include Fidelity/NFS.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES A LINDNER
Managing Member, PARTNER
- CRD
- #2278697
- Ownership
- 75% or more
Jeffrey R Foster
Chief Compliance Officer, Chief Investment Officer, PARTNER
- CRD
- #2154762
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Nicholas Walter Leeper
--
- CRD
- #8214584
Nathan Patrick Quilter
Client Services Manager
- CRD
- #6680690
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $266,012,653 | $266,813 |
| Non-Discretionary | $6,716,810 | $1,119,468 |
| Total | $272,729,463 | $271,914 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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