Lisa Marie Lime
Investment adviser representative at Lineweaver Wealth Advisors
15 yearsExperience
1 stateRegistered in
$1.1BFirm assets
11 yearsFirm in business
Are you Lisa Marie Lime? Claim your profile
Contact this firm
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
15 years in the industry.
- Triad AdvisorsFeb 2023 to now
- Lineweaver Wealth Advisors, LLCJan 2023 to now
- UnemployedNov 2022 to Dec 2022
- Triad AdvisorsNov 2019 to Nov 2022
- Triad Hybrid SolutionsNov 2019 to Nov 2022
- UnemployedJul 2019 to Oct 2019
- UBS Financial Services Inc.Aug 2011 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (OH).
Lineweaver Wealth Advisors
Legal name: Lineweaver Wealth Advisors, LLC
$1.1BAssets managed
2,134Clients
9Advisers
11 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
- 2746342
- Firm CRD
- 173310