Ryan C. Sowards

LINEWEAVER WEALTH ADVISORS

VALLEY VIEW, OH 44125

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CRD#: 4897326

Professional summary

Ryan Christopher Sowards, who also goes by Ryan Christopher Sowards, is a registered financial advisor currently at LINEWEAVER WEALTH ADVISORS located in Valley View, Ohio and PURSHE KAPLAN STERLING INVESTMENTS located in Valley View, Ohio.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Ryan has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Christopher Sowards

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Christopher Sowards's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 1, 2020 - Present

LINEWEAVER WEALTH ADVISORS

Office #1: 9035 Sweet Valley Drive, Valley View, OH 44125

RIA

CRD#: 173310

VALLEY VIEW, OH

Current

August 19, 2024 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 9035 Sweet Valley Drive, Valley View, OH 44125

CRD#: 35747

Valley View, OH

Past

December 7, 2020 - August 19, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Valley View, OH

Past

March 25, 2018 - November 9, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CLEVELAND, OH

Past

February 28, 2018 - November 9, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CLEVELAND, OH

Past

January 24, 2017 - August 15, 2017

ATEL SECURITIES CORPORATION

CRD#: 17229

San Francisco, CA

Past

February 1, 2016 - March 6, 2017

MOODY SECURITIES, LLC

CRD#: 148771

HOUSTON, TX

Past

June 11, 2012 - December 9, 2015

REALTY CAPITAL SECURITIES, LLC

CRD#: 145454

DALLAS, TX

Past

January 9, 2006 - June 11, 2012

PROVASI CAPITAL PARTNERS LP

CRD#: 119539

ADDISON, TX

Past

February 15, 2005 - July 29, 2005

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LINEWEAVER WEALTH ADVISORS

LINEWEAVER FINANCIAL GROUP | THE RETIREMENT INCOME STORE | NELSON FINANCIAL STRATEGIES | LINEWEAVER WEALTH ADVISORS, LLC | LINEWEAVER WEALTH ADVISORS

CRD#: 173310 / SEC#: 801-80580

RIA

Registered Investment Advisory firm - (11/18/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(8/20/2024)

Colorado
(8/20/2024)

Florida
(8/20/2024)

Georgia
(8/20/2024)

Illinois
(10/23/2024)

Michigan
(8/20/2024)

Missouri
(8/20/2024)

New York
(10/18/2024)

North Carolina
(8/23/2024)

IAR

Ohio
(12/1/2020)

Ohio
(8/19/2024)

Pennsylvania
(8/20/2024)

South Carolina
(8/22/2024)

Texas
(8/20/2024)

Washington
(8/23/2024)

Wisconsin
(8/20/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/24/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/18/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/14/2005

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

LINEWEAVER WEALTH ADVISORS

LINEWEAVER FINANCIAL GROUP | THE RETIREMENT INCOME STORE | NELSON FINANCIAL STRATEGIES | LINEWEAVER WEALTH ADVISORS, LLC | LINEWEAVER WEALTH ADVISORS

CRD#: 173310 / SEC#: 801-80580

RIA

Registered Investment Advisory firm - (11/18/2014 Approved)

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Contact information

Main Address

9035 Sweet Valley Drive, Valley View, OH 44125

Mailing Address

Phone number

(216) 520-1711

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LINEWEAVER WEALTH ADVISORS, LLC (7/1/2025)

Regulatory assets under management

Total Number of Accounts	3,544
AUM (Assets Under Management)	$ 908,445,099

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Ryan C. Sowards

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Christopher Sowards's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

TRIAD ADVISORS LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

ATEL SECURITIES CORPORATION

MOODY SECURITIES, LLC

REALTY CAPITAL SECURITIES, LLC

PROVASI CAPITAL PARTNERS LP

EDWARD JONES

Primary Firm SEC Registration

LINEWEAVER WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/24/2018

Series 63

Date: 2/18/2005

SIE

Date: 10/1/2018

Series 7

Date: 2/14/2005

FINRA

Current Firm

LINEWEAVER WEALTH ADVISORS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LINEWEAVER WEALTH ADVISORS

TRUST BUT VERIFY

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