Nicholas Walter Leeper
Investment adviser representative at Retirement Strategies, Ltd.
14 yearsExperience
1 stateRegistered in
$272.7MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Retirement Strategies, Ltd.Jan 2026 to now
- Leeper FarmsMar 2020 to now
- Self EmployedMar 2020 to now
- Baker HughesJul 2012 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Retirement Strategies, Ltd.
$272.7MAssets managed
419Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8214584
- Firm CRD
- 163701