Daniel John Oaklief
Investment adviser representative at B.A. Schrock Wealth Management
10 yearsExperience
1 stateRegistered in
$281.6MFirm assets
3 yearsFirm in business
Are you Daniel John Oaklief? 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- B.A. Schrock Wealth ManagementJul 2020 to now
- Equitable Advisors, LLCAug 2016 to Jul 2020
- AXA Advisors, LLCAug 2016 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (OH).
B.A. Schrock Wealth Management
Legal name: B.A. Schrock Wealth Management, Inc.
$281.6MAssets managed
706Clients
5Advisers
3 yearsIn 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
- 6674204
- Firm CRD
- 304694