Ryan Christopher Sowards
Investment adviser representative at Lineweaver Wealth Advisors
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
11 yearsFirm in business
Are you Ryan Christopher Sowards? 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
10 years in the industry.
- Purshe Kaplan Sterling InvestmentsAug 2024 to now
- Lineweaver Wealth Advisors, LLCNov 2020 to now
- Lineweaver Financial GroupNov 2020 to now
- Triad AdvisorsDec 2020 to Aug 2024
- Wells Fargo Clearing Service, LLCFeb 2018 to Nov 2020
- UnemployedAug 2017 to Feb 2018
- Atel Securities CorporationJan 2017 to Aug 2017
- Moody Securities, LLCFeb 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2018
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
- 4897326
- Firm CRD
- 173310