Chad Roope

Employer firm

Lineweaver Wealth Advisors CRD 173310

$1.08B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 10/2020
  Fundamentum
  Beachwood, OH
• 11/2020 → 11/2022
  Sequoia Financial Group, Llc
  Akron, OH
• 11/2020 → 11/2022
  Sequoia Financial Advisors, Llc
  Akron, OH
• 08/2016 → 10/2020
  Stratos Wealth Partners
  Beachwood, OH
• 07/2023 → Present
  Lineweaver Wealth Advisors
  Valley View, OH
• 02/2023 → Present
  Kohmann Bosshard Financial Services Llc
  Ohio, FL

Previous Registrations

• 2020-11-23 → 2022-11-03
  Sequoia Financial Group, L.L.C.
  Akron, OH
• 2016-08-25 → 2020-11-02
  Stratos Investment Management, Llc
  Beachwood, OH
• 2015-05-04 → 2016-08-24
  Valmark Advisers, Inc.
  Akron, OH
• 2012-03-26 → 2015-04-17
  Schwab Wealth Advisory, Inc.
  Englewood, CO
  Lone Tree, CO
• 2010-03-22 → 2012-03-16
  Colton Groome Financial Advisors, Llc
  Asheville, NC
  Asheville, NC
• 2008-02-26 → 2012-02-29
  Valmark Advisers, Inc.
  Hendersonville, NC
  Asheville, NC

Other Businesses

Kohmann Bosshard Financial Services LLC; Consultant; investment related; 3421 Ridgewood Rd, Suite 125 Fairlawn, OH 44333; Start Date: 02/15/23; Approx. 10 hours per month; Number of hours devoted during trading hours: less than 5.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-22

Designations

• Chartered Financial Analyst

Other Names

• Chad Daniel Roope