RETIREMENT STRATEGIES, LTD.
CRD #163701 SEC #801-112738 DUBLIN, OH 614-799-8668
SEC Registered Disclosures
Total AUM
$242.9M
Discretionary
$240.2M
Employees
8
Clients
251
Accounts
974
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | E | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | D | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | D | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | D | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | D | Control |
| LINDNER, JAMES, A | I | MANAGING MEMBER/PARTNER | D | Control |
| SNYDER, JERRY, WESLEY | I | MANAGING MEMBER/PARTNER | D | Control |
| SNYDER, JERRY, WESLEY | I | MANAGING MEMBER/PARTNER | D | Control |
| SNYDER, JERRY, WESLEY | I | MANAGING MEMBER/PARTNER | D | Control |
| SNYDER, JERRY, WESLEY | I | MANAGING MEMBER/PARTNER | D | Control |
| SNYDER, JERRY, WESLEY | I | MANAGING MEMBER/PARTNER | D | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| FOSTER, JEFFREY, ROBERT | I | CHIEF COMPLIANCE OFFICER/PARTNER | B | Control |
| WILHELM, ROBERT, CLARENCE | I | PARTNER | B | Control |
| WILHELM, ROBERT, CLARENCE | I | PARTNER | B | Control |
Registrations
Federal
IA
Oct 16, 2025 REGISTERED
Notice Filings (7)
CA FL LA NC OH TX VA
Address
5060 PARKCENTER AVE.SUITE A
DUBLIN, OH 43017
United States
Phone: 614-799-8668