Chad Roope
Investment adviser representative at Lineweaver Wealth Advisors
10 yearsExperience
1 stateRegistered in
CFADesignation
$1.1BFirm assets
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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
10 years in the industry.
- Lineweaver Wealth AdvisorsJul 2023 to now
- Kohmann Bosshard Financial Services LLCFeb 2023 to now
- Sequoia Financial Advisors, LLCNov 2020 to Nov 2022
- Sequoia Financial Group, LLCNov 2020 to Nov 2022
- FundamentumAug 2016 to Oct 2020
- Stratos Wealth PartnersAug 2016 to Oct 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2006
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
- 5223517
- Firm CRD
- 173310