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Benjamin Arthur Schrock

B.A. SCHROCK WEALTH MANAGEMENT, INC.·WADSWORTH, Ohio
Clean recordB.A. SCHROCK WEALTH MANAGEMENT, INC.
131 COLLEGE STREET, WADSWORTH, OH 44281CRD# 5636427Firm CRD# 304694

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Arthur Schrock · WADSWORTH, OH
Registration
CRD #5636427 · B.A. SCHROCK WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Benjamin Arthur Schrock is a registered financial advisor based in WADSWORTH, Ohio, affiliated with B.A. SCHROCK WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
B.A. SCHROCK WEALTH MANAGEMENT, INC.
B.A. SCHROCK WEALTH MANAGEMENT
AUM
$162M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at B.A. SCHROCK WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5636427
Firm CRD# 304694
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Benjamin Arthur Schrock offer?
Benjamin Arthur Schrock specializes in Financial Planning, Investment Management. Contact their office in WADSWORTH, Ohio for a consultation.
What are Benjamin Arthur Schrock's credentials?
Benjamin Arthur Schrock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Arthur Schrock located?
Benjamin Arthur Schrock is based in WADSWORTH, Ohio, working with B.A. SCHROCK WEALTH MANAGEMENT, INC.. Their office serves clients in the WADSWORTH metropolitan area and surrounding communities.
How does Benjamin Arthur Schrock charge for services?
Benjamin Arthur Schrock's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is B.A. SCHROCK WEALTH MANAGEMENT, INC.?
B.A. SCHROCK WEALTH MANAGEMENT, INC. has approximately 6 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)
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Research
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