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Chad Roope

Lineweaver Wealth Advisors

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About Chad Roope

Chad Roope is a financial advisor with Lineweaver Wealth Advisors. Chad has been in the financial services industry since 2006. Chad Roope specializes in providing financial planning and investment management services to individuals and families. Chad Roope holds a Series 7 and 66 license as well as the SIE designation. Chad Roope is also a Chartered Financial Analyst (CFA).

Firm Information

Chad Roope is currently registered with Lineweaver Wealth Advisors. Lineweaver Wealth Advisors is a registered investment advisor headquartered in Valley View, Ohio. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other clients. Lineweaver Wealth Advisors manages approximately $751,169,155 in assets for 3,209 clients.
Lineweaver Wealth Advisors

9035 SWEET VALLEY DRIVE

VALLEY VIEW, OH 44125

$751.17M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad Roope’s Registration & Firm History

OH

08/21/2023 - Present

Lineweaver Wealth Advisors (VALLEY VIEW OH)

OH

04/27/2015 - 08/24/2016

VALMARK SECURITIES, INC. (AKRON OH)

CO

03/23/2012 - 04/17/2015

CHARLES SCHWAB & CO., INC. (LONE TREE CO)

NC

10/20/2006 - 02/29/2012

VALMARK SECURITIES, INC. (ASHEVILLE NC)

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Licenses & Designations

BOTH

Issued 12/22/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Roope.
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