Colleen
Lemasters
B.A. Schrock Wealth Management
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About this Advisor
Colleen Lemasters is a financial advisor based in Wadsworth, Ohio, working with B.A. Schrock Wealth Management. Colleen has previously held positions at Global Financial Private Capital, LLC, B.A. Schrock Financial Group, Ae Wealth Management, and B.A. Schrock Wealth Management, Inc. Colleen has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Colleen is part of B.A. Schrock Wealth Management, which operates out of Wadsworth, Ohio. The firm has 6 employees and manages assets totaling $162.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at B.A. Schrock Wealth Management includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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B.A. Schrock Wealth Management Brokerage Details
$162,062,198
6
1,027
$157,802
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Colleen Lemasters Work History
B.A. Schrock Wealth Management, Inc
B.A. Schrock Financial Group
Ae Wealth Management
Global Financial Private Capital, LLC
Disclosures
Please visit the SEC profile of Colleen Lemasters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at B.A. Schrock Wealth Management
Wadsworth, OH
Wadsworth, OH
Wadsworth, OH
Wadsworth, OH
Wadsworth, OH
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