B.a. Schrock Wealth Management

B.a. Schrock Wealth Management (CRD# 304694) is a financial advisory firm headquartered in Wadsworth, OH. They manage $162,062,198 in 1,027 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
131 College Street, Wadsworth, OH 44281
https://baschrock-fg.com/
By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

FL, OH, PA

Financial Advisors at B.a. Schrock Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Colleen Lemasters, financial advisor Wadsworth OH
Colleen G. Lemasters
CRD#: 6322015
131 College Street, Wadsworth, OH 44281

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.

2
Keith Lockwood, financial advisor Wadsworth OH
Keith E. Lockwood
CRD#: 4555040
131 College Street, Wadsworth, OH 44281

Keith Lockwood (CRD# 4555040) is an Investment Advisor Representative working at B.a. Schrock Wealth Management in Wadsworth, OH and has over 18 years of experience in the finance industry.

3
Daniel Oaklief, financial advisor Wadsworth OH
Daniel J. Oaklief
CRD#: 6674204
131 College Street, Wadsworth, OH 44281

Daniel Oaklief (CRD# 6674204) is an Investment Advisor Representative working at B.a. Schrock Wealth Management in Wadsworth, OH and has over 7 years of experience in the finance industry.

4
Benjamin Schrock, financial advisor Wadsworth OH
Benjamin A. Schrock
CRD#: 5636427
131 College Street, Wadsworth, OH 44281

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.

5
Joseph Rodella, financial advisor Wadsworth OH
Joseph A. Rodella
CRD#: 7604015
131 College Street, Wadsworth, OH 44281

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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