Nathan Patrick Quilter

Employer firm

Retirement Strategies, Ltd. CRD 163701

$273M regulatory AUM 90 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 12/2019
  Old Mohawk
  Columbus, OH
• 09/2015 → Present
  Retirement Strategies, Ltd.
  Dublin, OH

Other Businesses

Central Ohio Professional Education Council (COPEC) Central Ohio Professional Education Council (COPEC) - no permanent address. Meeting locations are rotated among board member offices and other free locations. Mail for the organization is sent to 5060 Parkcenter Avenue, Suite A, Dublin, Ohio, 43017. Non-investment related, non-profit 501(c)(3) organization offering a variety of educational opportunities for the community. Presenter. Deliver educational presentations regarding person finance. September 2016 10 total hours devoted per month 10 hours per month devoted during securities trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-04

Other Names

• Nathan Quilter