Jim Lineweaver
Vorstandsvorsitzender bei Lineweaver Wealth Advisors LLC
Profil
Mr. James S.
Lineweaver is a President, Chief Executive Officer & Financial Consultant at Lineweaver Wealth Advisors LLC.
He is also the Founder of the Lineweaver WealthWATCHsm Center, a unique and comprehensive resource center that brings independent financial, tax, legal, and insurance professionals together, under one roof, to objectively analyze and fulfill the needs of LFG clients and their loved ones.
He also serves as Vice-Chairman of the Better Business Bureau of Greater Cleveland and also on the Board’s Finance committee.
For the past 19 years, Mr. Lineweaver has been a qualifying member of the Million Dollar Round Table, based on sales, entitling him to be an MDRT Life member, including 15 years in Top of the Table.
He is also a Member of the National Association of Insurance and Financial Professionals.
He has also trained advisors throughout the United States, imparting on them the same dedication to the principles of independent thinking and objectivity that he and his staff use to guide LFG clients through the complexities of the ever-changing financial climate.
He is a featured speaker at many events in the greater Cleveland area and has appeared on/in numerous area television, radio, and newspapers outlets.
Some of these include WEWS TV Channel 5, WKNR-Radio 850, the Plain Dealer, the Sun Newspapers, Northern Ohio Live and Cleveland Magazines and the Ohio Patrolmen’s Benevolent Association’s magazine, Police Beat.
Mr. Lineweaver received a degree in Finance from Cleveland State University, then continued his education at Case Western Reserve University’s Weatherhead School of Business.
He is also a licensed Certified Financial Planner professional and an Accredited Investment Fiduciary designee, designations which attest to the integrity of his financial advice and his focused knowledge of fiduciary standards as applied to the Lineweaver investment management process.
Aktive Positionen von Jim Lineweaver
Unternehmen | Position | Beginn |
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Lineweaver Wealth Advisors LLC
Lineweaver Wealth Advisors LLC Investment ManagersFinance Lineweaver Wealth Advisors LLC (LWA), do-business-as Lineweaver Financial Group, is an independent, SEC-registered investment advisor headquartered in Valley View, Ohio. The firm was founded by James S. Lineweaver in 2014. LWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Vorstandsvorsitzender | 17.09.2014 |
Ausbildung von Jim Lineweaver
Cleveland State University | Undergraduate Degree |
Erfahrungen
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Börsennotierte Unternehmen
Private Unternehmen
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Private Unternehmen | 1 |
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Lineweaver Wealth Advisors LLC
Lineweaver Wealth Advisors LLC Investment ManagersFinance Lineweaver Wealth Advisors LLC (LWA), do-business-as Lineweaver Financial Group, is an independent, SEC-registered investment advisor headquartered in Valley View, Ohio. The firm was founded by James S. Lineweaver in 2014. LWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |