Ryan Sowards is a registered investment advisor, based in Valley View, OH, with 19 years of industry experience.
Location
9035 Sweet Valley Drive, Valley View, OH, 44125
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan works as an investment advisor representative (IAR) for Lineweaver Wealth Advisors and as an agent for Lineweaver Financial Group and Fixed Insurance, providing fixed insurance advice. He also works with Purshe Kaplan Sterling Investments; each of these activities takes about a quarter of Ryan's time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Lineweaver Wealth Advisors
Previous Registrations
Triad Advisors LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Atel Securities CorporationBroker
Moody Securities, LLCBroker
Realty Capital Securities, LLCBroker
Behringer Securities LPBroker
Edward JonesBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.