Logan Shane Bratsch

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

• 06/2018 → 08/2021
  Mallard Creek Golf Course
  Columbia Station, OH
• 06/2020 → 10/2024
  Lakewood Country Club
  Westlake, OH
• 08/2014 → 05/2018
  Olmsted Falls High School
  Olmsted Falls, OH
• 09/2018 → 05/2023
  Baldwin Wallace University
  Berea, OH
• 06/2022 → 06/2023
  Pga Tour Live
  Columbus, OH
• 11/2024 → 02/2025
  Western & Southern Life
  Sheffield Village, OH
• 11/2024 → 02/2025
  W&S Brokerage Services, Inc.
  Sheffield Village, OH
• 05/2025 → Present
  Lineweaver Wealth Advisors
  Valley View, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-27
• S63 Uniform Securities Agent State Law Examination
  2025-01-31