Logan Shane Bratsch
Investment adviser representative at Lineweaver Wealth Advisors
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
11 yearsFirm in business
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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
12 years in the industry.
- Lineweaver Wealth AdvisorsMay 2025 to now
- W&s Brokerage Services, Inc.Nov 2024 to Feb 2025
- Western & Southern LifeNov 2024 to Feb 2025
- Pga Tour LiveJun 2022 to Jun 2023
- Lakewood Country ClubJun 2020 to Oct 2024
- Baldwin Wallace UniversitySep 2018 to May 2023
- Mallard Creek Golf CourseJun 2018 to Aug 2021
- Olmsted Falls High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
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
- 8023957
- Firm CRD
- 173310