Keith Lockwood (CRD# 4555040) is an Investment Advisor Representative working at B.a. Schrock Wealth Management in Wadsworth, OH and has over 18 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 6053832
Voya Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B.a. Schrock Wealth Management, Inc. | Wadsworth, OH | Jun 2019 - Current | 4 |
| Ba Schrock Financial Group | Wadsworth, OH | Jan 2019 - Current | 5 |
| Ae Wealth Management, LLC | Topeka, KS | Jan 2019 - Jul 2019 | < 1 |
| Axa Advisors, LLC | New York, NY | Dec 2005 - Jan 2019 | 13 |
| Axa Advisors, LLC | New York, NY | Aug 2002 - Jan 2019 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- OH
-
Total Assets Under Management162MILLIONS
-
Total Number of Accounts1,027ACCOUNTS
-
Average Account Value$157,802
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, OH, PA
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