Steven Schroll, financial advisor Hartville OH
96 score

Steven Schroll

CRD Number: 5577166
Current Firm: Investment Advisors

Steven Schroll (CRD# 5577166) is an Investment Advisor Representative working at Investment Advisors in Hartville, OH and has over 7 years of experience in the finance industry. Steven Schroll has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
One Resource Group Roanoke, IN Feb 2012 - Current 4
Everence Trust Company Hartville, OH Dec 2009 - Current 7
Proequities, Inc. Hartville, OH Jul 2008 - Current 8
Lake Center Christian School Hartville, OH Aug 1993 - Jun 2008 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Steven E. Schroll
Phone Number: 800-288-3035
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,998
    MILLIONS
  • Total Number of Accounts
    14,898
    ACCOUNTS
  • Average Account Value
    $134,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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