Ryan Christopher Sowards

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

• 02/2016 → 01/2017
  Moody Securities, Llc
  Houston, TX
• 01/2017 → 08/2017
  Atel Securities Corporation
  San Francisco, CA
• 02/2018 → 11/2020
  Wells Fargo Clearing Service, Llc
  Cleveland, OH
• 08/2017 → 02/2018
  Unemployed
  Cleveland, OH
• 11/2020 → Present
  Lineweaver Wealth Advisors, Llc
  Valley View, OH
• 12/2020 → 08/2024
  Triad Advisors
  Norcross, GA
• 11/2020 → Present
  Lineweaver Financial Group
  Valley View, OH
• 08/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2018-03-25 → 2020-11-09
  Wells Fargo Clearing Services, Llc
  Cleveland, OH
  Westlake, OH

Other Businesses

1) Lineweaver Wealth Advisors. Investment related. At registered location. RIA. IAR. 11/2020. 64 hrs/month, 48 hrs during trading hrs. Investment advisor services. 2) Lineweaver Financial Group. Investment related. At registered location. Fixed Insurance. Agent. 11/2020. 48 hrs/month, 1 hr during trading hrs. Fixed insurance. 3) Fixed Insurance. Investment related. At registered location. Fixed Insurance. Agent. 08/2024. 48 hrs/month, 48 hrs during trading hrs. Provide insurance advice based on the needs of clients. 4) Purshe Kaplan Sterling Investments; Investment Related; Albany, NY; Start Date 08/2024; 48 hrs/month, 48 hrs during trading hrs.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-24
• S63 Uniform Securities Agent State Law Examination
  2005-02-18

Other Names

• Ryan Christopher Sowards