Lineweaver Wealth Advisors

Lineweaver Wealth Advisors (CRD# 173310) is a financial advisory firm headquartered in Valley View, OH. They manage $219,817,567 in 2,041 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    2,041
    ACCOUNTS
  • Average Account Value
    $107,701
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NE, NY, OH, PA, TX

Financial Advisors at Lineweaver Wealth Advisors
Showing 1 - 6 of 6 top financial advisors.
1
James M. Nelson
CRD#: 1931451
230 E. Park Avenue, Suite #28, Lake Wales, FL 33853
96
Wealthminder
score

James Nelson (CRD# 1931451) is an Investment Advisor Representative working at Lineweaver Wealth Advisors in Lake Wales, FL and has over 11 years of experience in the finance industry. James Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Hugo S. Souza
CRD#: 6133228
9035 Sweet Valley Drive, Valley View, OH 44125
90
Wealthminder
score

Hugo Souza (CRD# 6133228) is an Investment Advisor Representative working at Lineweaver Wealth Advisors in Valley View, OH and has over 4 years of experience in the finance industry.

3
Ryan C. Bates
CRD#: 6347290
230 E. Park Avenue, Suite 28, Lake Wales, FL 30092
88
Wealthminder
score

Ryan Bates (CRD# 6347290) is an Investment Advisor Representative working at Lineweaver Wealth Advisors in Lake Wales, FL and has over 3 years of experience in the finance industry.

4
James S. Lineweaver
CRD#: 2167805
9035 Sweet Valley Drive, Valley View, OH 44125
86
Wealthminder
score

James Lineweaver (CRD# 2167805) is an Investment Advisor Representative working at Lineweaver Wealth Advisors in Valley View, OH and has over 24 years of experience in the finance industry. James Lineweaver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Michael W. McFarland
CRD#: 1887424
230 E. Park Avenue, Suite 28, Lake Wales, FL 33853
84
Wealthminder
score

Michael McFarland (CRD# 1887424) is an Investment Advisor Representative working at Lineweaver Wealth Advisors in Lake Wales, FL and has over 17 years of experience in the finance industry. Michael McFarland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Mark R. Niederhelman
CRD#: 841360
9035 Sweet Valley Drive, Valley View, OH 44125
83
Wealthminder
score

Mark Niederhelman (CRD# 841360) is an Investment Advisor Representative working at Lineweaver Wealth Advisors in Valley View, OH and has over 11 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.