Mark R. Niederhelman

LINEWEAVER WEALTH ADVISORS

VALLEY VIEW, OH 44125

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CRD#: 841360

Professional summary

Mark Robert Niederhelman, AIF® is a registered financial advisor currently at LINEWEAVER WEALTH ADVISORS located in Valley View, Ohio.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Mark has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Robert Niederhelman'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

February 4, 2015 - Present

LINEWEAVER WEALTH ADVISORS

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

RIA

CRD#: 173310

VALLEY VIEW, OH

Past

February 5, 2015 - August 19, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Valley View, OH

Past

September 30, 2005 - February 5, 2015

SPC

RIA

CRD#: 110692

VALLEY VIEW, OH

Past

September 29, 2005 - February 5, 2015

SIGMA FINANCIAL CORPORATION

CRD#: 14303

VALLEY VIEW, OH

Past

July 19, 2004 - October 4, 2005

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

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

Florida
(2/23/2015)

IAR

Ohio
(2/4/2015)

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

Series 63

Date: 6/12/2006

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: 12/1/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/16/2004

Investment Company Products/Variable Contracts 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

Mark R. Niederhelman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Robert Niederhelman's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD ADVISORS LLC

SPC

SIGMA FINANCIAL CORPORATION

WALNUT STREET SECURITIES, INC.

Primary Firm SEC Registration

LINEWEAVER WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 6/12/2006

SIE

Date: 10/1/2018

Series 7

Date: 12/1/2006

Series 6

Date: 7/16/2004

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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