# RETIREMENT STRATEGIES, LTD.

RETIREMENT STRATEGIES, LTD. of DUBLIN, OH is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 163701
- Type: SEC-registered investment adviser
- SEC file number: 801-112738
- Location: 5060 PARKCENTER AVE., SUITE A, DUBLIN, OH, 43017
- Phone: 614-799-8668
- Latest filing: 2026-04-01
- Regulatory AUM: $272.7M
- Discretionary AUM: $266.0M
- Non-discretionary AUM: $6.7M
- Clients: 10
- Accounts: 1,003

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Corporations

## Officers, owners & control persons (6)

| 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 | — |


## Disclosures (7)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/163701/brochure
- Similar advisers: https://search.stillhousedata.com/firm/163701/similar
- Related entities: https://search.stillhousedata.com/firm/163701/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/163701

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.