Joseph Albert Rodella
Investment adviser representative at B.A. Schrock Wealth Management
15 yearsExperience
1 stateRegistered in
$281.6MFirm assets
3 yearsFirm in business
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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
15 years in the industry.
- B.A. Schrock Financial GroupMay 2022 to now
- B.A. Schrock Wealth ManagementMay 2022 to now
- CovermymedsMay 2019 to now
- RandstadDec 2018 to Apr 2019
- Maxim Healthcare ServicesJul 2011 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7604015
- Firm CRD
- 304694