Grant SchrockCRD Number: 4552232
Current Firm: Ssn Advisory, Inc.
Grant Schrock (CRD# 4552232) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Nappanee, IN and has over 15 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|Ssn Advisory, Inc.||Nappanee, IN||Dec 2012 - Current||5|
|Securities Service Network||Nappanee, IN||Dec 2012 - Current||5|
|Schrock Financial LLC||Nappanee, IN||Dec 2005 - Current||12|
|Proequities, Inc.||Goshen, IN||Jun 2002 - Dec 2012||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2002|
|S65||NASAA Investment Advisors Law Examination||Jan 2004|
Total Assets Under Management1,482MILLIONS
Total Number of Accounts8,662ACCOUNTS
Average Account Value$171,117
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV