Schock & Poores Cpa's Inc.

Schock & Poores Cpa's Inc. (CRD# 121587) is a financial advisory firm headquartered in Dayton, OH. They manage $12,060,000 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $430,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Schock & Poores Cpa's Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Dana L. Schock
CRD#: 1544776
216 N Main St, New Carlisle, OH 45344
90
Wealthminder
score

Dana Schock (CRD# 1544776) is an Investment Advisor Representative working at Schock & Poores Cpa's Inc. in New Carlisle, OH and has 1 year of experience in the finance industry. Dana Schock 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.

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