Colleen Lemasters (CRD# 6322015) is an Investment Advisor Representative working at B.a. Schrock Wealth Management in Wadsworth, OH and has over 10 years of experience in the finance industry. Colleen Lemasters 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.
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 |
| B.a. Schrock Financial Group | Wadsworth, OH | Jan 2014 - Current | 10 |
| Ae Wealth Management | Topeka, KS | May 2016 - Jul 2019 | 3 |
| Global Financial Private Capital, LLC | Sarasota, FL | Apr 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
- 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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