Financial ADVSR advisor directory · SEC adviser records
Lineweaver Wealth Advisors financial advisors in Valley View, OH
Every SEC-registered investment adviser representative at a Lineweaver Wealth Advisors office in Valley View, A to Z.
9 registered advisors work at Lineweaver Wealth Advisors in Valley View, out of 9 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 1 are also registered broker representatives.
Lineweaver Wealth Advisors advisors in Valley View, A to Z
Every Lineweaver Wealth Advisors advisor →- Robert A. ArmagnoChartered Financial Analyst
- Logan S. BratschInvestment adviser rep
- Jacob R. CogleyInvestment adviser rep
- Lisa M. LimeInvestment adviser rep
- James S. LineweaverCertified Financial Planner
- Mark R. NiederhelmanInvestment adviser rep
- Chad RoopeChartered Financial Analyst
- Kyle J. SandersCertified Financial Planner
- Ryan C. SowardsAlso a broker rep
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Questions
How many financial advisors does Lineweaver Wealth Advisors have in Valley View?
9 investment adviser representatives are registered at Lineweaver Wealth Advisors offices in Valley View, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.
Is Lineweaver Wealth Advisors one of the largest advisor employers in Valley View?
Lineweaver Wealth Advisors ranks number 1 in Valley View by registered advisors, ahead of every other firm.
How do I check a Lineweaver Wealth Advisors advisor in Valley View?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lineweaver Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.