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Mark Robert Niederhelman

Investment Adviser Representative at LINEWEAVER WEALTH ADVISORS

Valley View, OHCRD #841360Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
2 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Mark Robert Niederhelman has worked in the securities industry since 2004. They have passed the Series 63, 7, and 6 examinations. They are registered to provide investment advisory services in Florida and Ohio.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaOhio
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 6/12/2006
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/1/2006
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/16/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $500,0001.85%
$500,001 - $5,000,0001.65%
$5,000,001 - $10,000,0001.50%
Over $10,000,0001.25%
Source

Lineweaver Wealth Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LINEWEAVER WEALTH ADVISORSCurrent
2/4/2015Valley View, OH
SPC
9/30/20052/5/2015Valley View, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at LINEWEAVER WEALTH ADVISORS

7 other advisors in the directory

View LINEWEAVER WEALTH ADVISORS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mark Robert Niederhelman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Mark Robert Niederhelman - Financial Advisor in Valley View, OH | AdvisorFinder