Benjamin Schrock, financial advisor Wadsworth OH

Benjamin Schrock

CRD Number: 5636427
Current Firm: B.a. Schrock Wealth Management

Benjamin Schrock (CRD# 5636427) is an Investment Advisor Representative working at B.a. Schrock Wealth Management in Wadsworth, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
B.a. Schrock Wealth Management, Inc. Wadsworth, OH Jun 2019 - Current 4
B.a. Schrock Financial Group Wadsworth, OH Aug 2012 - Current 11
Ae Wealth Management Wadsworth, OH May 2016 - Jul 2019 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2016
Contact Info for Benjamin A. Schrock
Phone Number: 330-473-1060
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    162
    MILLIONS
  • Total Number of Accounts
    1,027
    ACCOUNTS
  • Average Account Value
    $157,802
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, OH, PA

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