Chad D. Roope

LINEWEAVER WEALTH ADVISORS

VALLEY VIEW, OH 44125

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CRD#: 5223517

Professional summary

Chad Daniel Roope, CFA, who also goes by Chad Daniel Roope, is a registered financial advisor currently at LINEWEAVER WEALTH ADVISORS located in Valley View, Ohio.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Chad has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chad Daniel Roope

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.

Kohmann Bosshard Financial Services LLC; Consultant; investment related; 3421 Ridgewood Rd, Suite 125 Fairlawn, OH 44333; Start Date: 02/15/23; Approx. 10 hours per month; Number of hours devoted during trading hours: less than 5.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Daniel Roope'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®

CFA

Chartered Financial Analyst

Experience

Current

August 21, 2023 - Present

LINEWEAVER WEALTH ADVISORS

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

RIA

CRD#: 173310

VALLEY VIEW, OH

Past

November 23, 2020 - November 3, 2022

SEQUOIA FINANCIAL GROUP, L.L.C.

RIA

CRD#: 117756

AKRON, OH

Past

August 25, 2016 - November 2, 2020

STRATOS INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 283850

BEACHWOOD, OH

Past

May 4, 2015 - August 24, 2016

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

AKRON, OH

Past

April 27, 2015 - August 24, 2016

VALMARK SECURITIES, INC.

CRD#: 31243

AKRON, OH

Past

March 26, 2012 - April 17, 2015

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

LONE TREE, CO

Past

March 23, 2012 - April 17, 2015

CHARLES SCHWAB & CO., INC.

CRD#: 5393

LONE TREE, CO

Past

March 22, 2010 - March 16, 2012

COLTON GROOME FINANCIAL ADVISORS, LLC

RIA

CRD#: 128365

ASHEVILLE, NC

Past

February 26, 2008 - February 29, 2012

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

ASHEVILLE, NC

Past

October 20, 2006 - February 29, 2012

VALMARK SECURITIES, INC.

CRD#: 31243

ASHEVILLE, NC

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.

Highlighted states indicate IAR registrations

IAR

Ohio
(8/21/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/22/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/24/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/19/2006

General Securities Representative Examination

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

Chad D. Roope

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Daniel Roope's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEQUOIA FINANCIAL GROUP, L.L.C.

STRATOS INVESTMENT MANAGEMENT, LLC

VALMARK ADVISERS, INC.

VALMARK SECURITIES, INC.

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

COLTON GROOME FINANCIAL ADVISORS, LLC

VALMARK ADVISERS, INC.

VALMARK SECURITIES, INC.

Primary Firm SEC Registration

LINEWEAVER WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/22/2006

SIE

Date: 8/24/2016

Series 7

Date: 10/19/2006

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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