Broc Jacob Stradley
Investment adviser representative at Westpoint Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
$106MFirm assets
Under 1 yearFirm in business
Are you Broc Jacob Stradley? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Grey Street CompanyFeb 2026 to now
- Westpoint Wealth Management, LLCNov 2020 to now
- Westpoint Wealth Management, LLC dba TriphaseOct 2020 to now
- Parkland SecuritiesJun 2019 to Nov 2020
- SpcJun 2019 to Nov 2020
- MML Investors Services LLCSep 2018 to May 2019
- Mass MutualMay 2017 to May 2019
- Parkland Securities, LLCMay 2016 to May 2017
- Tri-phase FlooringApr 2012 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Westpoint Wealth Management, LLC
$106MAssets managed
582Clients
8Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6648047
- Firm CRD
- 310883