Daniel
Oaklief
B.A. Schrock Wealth Management
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About this Advisor
Daniel Oaklief is a financial advisor based in Wadsworth, Ohio, working with B.A. Schrock Wealth Management. Daniel has previously held positions at Buffalo Wild Wings, University Circle, Inc, Student, Axa Advisors, LLC, Equitable Advisors, LLC, and B.A. Schrock Wealth Management. Daniel has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Daniel 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
Daniel Oaklief Work History
B.A. Schrock Wealth Management
Axa Advisors, LLC
Equitable Advisors, LLC
Buffalo Wild Wings
University Circle, Inc
Student
Disclosures
Please visit the SEC profile of Daniel Oaklief 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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