Joseph Rodella, financial advisor Wadsworth OH

Joseph Rodella

CRD Number: 7604015
Current Firm: B.a. Schrock Wealth Management

Joseph Rodella (CRD# 7604015) is an Investment Advisor Representative working at B.a. Schrock Wealth Management in Wadsworth, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
B.a. Schrock Wealth Management Wadsworth, OH May 2022 - Current 2
B.a. Schrock Financial Group Wadsworth, OH May 2022 - Current 2
Covermymeds Columbus, OH May 2019 - Current 5
Randstad Columbus, OH Dec 2018 - Apr 2019 < 1
Maxim Healthcare Services Columbus, OH Jul 2011 - Dec 2018 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2022
Contact Info for Joseph A. Rodella
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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