BA Schrock Financial Group

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

131 College St, Wadsworth, Ohio, 44281, ...

Phone Number

(330) 473-1060

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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Jun
ZI Rank
1
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About BA Schrock Financial Group

BA Schrock Financial Group is a financial services firm based in Wadsworth, Ohio, specializing in comprehensive and personalized financial solutions. They offer a range of services including portfolio management, retirement planning, estate planning, and insurance services tailored to meet the unique needs of individuals and families. Their proprietary UNLOCK process empowers clients with knowledge and strategies to achieve financial success and security. The firm is dedicated to building lasting partnerships with clients, ensuring transparency and a focus on their financial goals.Explore more
BA Schrock Financial Group's Social MediaPopular SearchesBA Schrock Financial GroupBA Schrock Financial Group IncSchrock Financial GroupB A Schrock Financial Group IncA Schrock Financial GroupSIC Code 62,628NAICS Code 52,523Show more

BA Schrock Financial Group Org Chart

PhoneEmail
KL
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Chief Investment Officer & Portfolio Manager

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DO
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Investment Advisor & Cfp Chfc Ricp Representa...

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BS
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Owner, Investment Advisor Representative and ...

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CL
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Investment Advisor & Representative & Insuran...

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AK
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Summer Finance Intern

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

BA Schrock Financial Grou...

<$5M
1-10
Private
-
2012
KL
Keith LockwoodChief Investment Officer & Portfolio Manager
$6.4M
11-50
Private
-
1999
MP
Mackenzie ParfittMarketing Coordinator
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2018
SM
Shawni MrkvickaVice President, Operations
<$5M
1-10
Private
-
2005
KK
Kahau KaiFinancial Advisor
<$5M
1-10
Private
-
2014
KM
Kimberly McCloskeyDirector, Operations
<$5M
1-10
Private
-
-
DT
David TreeceFinancial Planner
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Company Profile Activity

i

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Activity Insights

BA Schrock Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

BA Schrock Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about BA Schrock Financial Group.

BA Schrock Financial Group Tech Stack

A closer look at the technologies used by BA Schrock Financial Group

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Frequently Asked Questions Regarding BA Schrock Financial Group

What is BA Schrock Financial Group's official website?
BA Schrock Financial Group's official website is www.baschrock-fg.com
What is BA Schrock Financial Group's Revenue?
BA Schrock Financial Group's revenue is <$5 Million
What is BA Schrock Financial Group's SIC code?
BA Schrock Financial Group's SIC: 62,628
What is BA Schrock Financial Group's NAICS code?
BA Schrock Financial Group's NAICS: 52,523
How many employees does BA Schrock Financial Group have?
BA Schrock Financial Group has 1-10 employees
What industry does BA Schrock Financial Group belong to?
BA Schrock Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is BA Schrock Financial Group competition?
BA Schrock Financial Group top competitors include: Becker Retirement Group, Clients Excel Financial, Spiehs Wealth Management, The Holland Group
What technology does BA Schrock Financial Group use?
Some of the popular technologies that BA Schrock Financial Group uses are: Cloudflare Website Optimization, GoDaddy DNS, GoDaddy Web Hosting, Google Workspace
How do I contact BA Schrock Financial Group?
BA Schrock Financial Group contact info: Phone number: (330) 473-1060 Website: www.baschrock-fg.com
What does BA Schrock Financial Group do?

BA Schrock Financial Group is a financial services firm based in Wadsworth, Ohio, specializing in comprehensive and personalized financial solutions. They offer a range of services including portfolio management, retirement planning, estate planning, and insurance services tailored to meet the unique needs of individuals and families. Their proprie... tary UNLOCK process empowers clients with knowledge and strategies to achieve financial success and security. The firm is dedicated to building lasting partnerships with clients, ensuring transparency and a focus on their financial goals.Read More

What are BA Schrock Financial Group social media links?
BA Schrock Financial Group Linkedin page BA Schrock Financial Group Twitter page BA Schrock Financial Group Facebook page
Is BA Schrock Financial Group a public company?
BA Schrock Financial Group is private company therefore does not currently have an official ticker symbol
See more information about BA Schrock Financial Group

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