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Business Profile

Retirement Planning Services

Lineweaver Financial Group
Visit Website(216) 520-1711Email Business
See Hours
Operating Hours
Monday8:00 AM - 4:30 PM
Tuesday8:00 AM - 4:30 PM
Wednesday8:00 AM - 4:30 PM
Thursday8:00 AM - 4:30 PM
Friday8:00 AM - 12:00 PM
SaturdayClosed
SundayClosed

About

About This Business

Lineweaver Financial Group, Lineweaver Wealth Advisors, and LFG Tax Services, combine to form the Lineweaver Family of Companies, provides financial planning services.

Business Details

BBB File Opened:
9/20/1996
Business Started:
1/1/1993
Business Incorporated:
9/16/2003
Type of Entity:
Corporation
Business Management:
Mr. James S. Lineweaver, President
Ms. Charlene Niederhelman, Operations Manager
Mr. Geoff D Powers, Marketing Manager

Additional Contact Information

Principal Contacts
Mr. James S. Lineweaver, President
Ms. Charlene Niederhelman, Operations Manager
Customer Contacts
Ms. Charlene Niederhelman, Operations Manager
Fax numbers
Primary Fax: (216) 520-1709
Additional Phone Numbers
Other Phone: (888) 313-4009
Additional Email Addresses
Primary: Email this Business
Additional Websites
Website 1
Social Media
Facebook
LinkedIn

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of ODI - 9857; NPN - 2231829 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 6/30/2026.

Ohio Department of Insurance

50 W. Town Street; Third Floor - Suite 300

Columbus OH 43215

(614) 644-2658

Fax: (614) 6443743

Website

BBB records show a license number of ODI #30496; NPN #7965782 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 9/30/2026.

Ohio Department of Insurance

50 W. Town Street; Third Floor - Suite 300

Columbus OH 43215

(614) 644-2658

Fax: (614) 6443743

Website

BBB records show a license number of CRD - 2167805 for this business, issued by Financial Industry Regulatory Authority (FINRA). The expiration date of this license is 12/31/2025.

Financial Industry Regulatory Authority (FINRA)

1700 K Street NW

Washington DC 20006

Additional Information

Other Resources
Ohio Department of Commerce / Division of Financial Institutions
77 South High Street, 21st Floor
Columbus OH 43215
Phone Number: (614) 728-8400
Fax Number: 614-728-0380
http://www.com.ohio.gov/fiin
[email protected]
Ohio Department of Insurance
50 W. Town Street; Third Floor - Suite 300
Columbus OH 43215
Phone Number: 614-644-2658
Fax Number: 614-644-3743
http://www.insurance.ohio.gov

More Resources

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