Nicholas Walter Leeper

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

• 07/2012 → 03/2020
  Baker Hughes
  Mt. Pleasant, MI
• 03/2020 → Present
  Leeper Farms
  Marysville, OH
• 01/2026 → Present
  Retirement Strategies, Ltd.
  Dublin, OH
• 03/2020 → Present
  Self Employed
  Marysville, OH
• 01/2026 → Present
  Retirement Strategies, Ltd.
  Dublin, OH

Other Businesses

Nicholas Walter Leeper is engaged in the raising and selling of beef cattle for freezer beef. The final group of cattle is expected to be sold by March 2026, after which no further beef cattle sales will occur. Nicholas Walter Leeper works part-time for the family farm, Leeper Farms, a grain farming operation producing corn, soybeans, and wheat.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-20
• S66 Uniform Combined State Law Examination
  2024-01-26