Mark Robert Niederhelman

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

• 09/2003 → Present
  Lineweaver Financial Group
  Valley View, OH
• 09/2014 → Present
  Lineweaver Wealth Advisors, Llc
  Valley View, OH
• 02/2015 → 08/2024
  Triad Advisors, Llc
  Norcross, GA

Previous Registrations

• 2005-09-30 → 2015-02-05
  Spc
  Ann Arbor, MI
  Valley View, OH

Other Businesses

1)LINEWEAVER FINANCIAL GROUP;INVESTMENT RELATED;9035 SWEET VALLEY DRIVE,VALLEY VIEW,OH;INVESTMENT/INSURANCE SALES;REGISTERED REPRESENTATIVE;10/2003;80 HRS/MONTH;4 HRS DURING TRADING;SALES 2)LINEWEAVER WEALTH ADVISORS;INVESTMENT RELATED;9035 SWEET VALLEY DRIVE,VALLEY VIEW,OH;REGISTERED INVESTMENT ADVISOR;INVESTMENT ADVISOR REPRESENTATIVE;12/3/2014;80 HRS/MONTH;4 HRS DURING TRADING;PORTFOLIO MANAGEMENT AND CONSULTATION

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-06-12