RETIREMENT STRATEGIES, LTD. of DUBLIN, OH is an SEC-registered investment adviser (CRD 163701). Regulatory assets under management: $272.7M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Corporations.
| Name | Role | Location |
|---|---|---|
| James A Lindner | MANAGING MEMBER/PARTNER | — |
| Jeffrey Robert Foster | CHIEF COMPLIANCE OFFICER/PARTNER | — |
| FOSTER JEFFREY ROBERT | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/PARTNER | — |
| LINDNER JAMES A | MANAGING MEMBER/PARTNER | — |
| SNYDER JERRY WESLEY | MANAGING MEMBER/PARTNER | — |
| WILHELM ROBERT CLARENCE | PARTNER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |