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Colleen Goodwillie

B.A. Schrock Wealth Management

Wadsworth, OH

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Current Employers
B.A. Schrock Wealth Management

131 College Street, Wadsworth, OH 44281 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-19
OH RA APPROVED 2019-10-09
  • TX RA
    APPROVED
    Since 2025-06-19
  • OH RA
    APPROVED
    Since 2019-10-09

Branch Locations

131 College Street, Wadsworth, OH 44281 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
B.A. Schrock Financial Group Wadsworth OH 01/2014 Present
Ae Wealth Management Topeka KS 05/2016 07/2019
B.A. Schrock Wealth Management, Inc. Wadsworth OH 06/2019 Present
  • 01/2014 → Present
    B.A. Schrock Financial Group
    Wadsworth, OH
  • 05/2016 → 07/2019
    Ae Wealth Management
    Topeka, KS
  • 06/2019 → Present
    B.A. Schrock Wealth Management, Inc.
    Wadsworth, OH
Previous Registrations
  • 2016-05-05 → 2021-02-02
    Wadsworth, OH
  • 2014-04-09 → 2016-05-05
    Global Financial Private Capital, Inc.
    Wadsworth, OH
    Sarasota, FL
Other Businesses

B.A. SCHROCK FINANCIAL GROUP 102 MAIN STREET, LOWER LEVEL WADSWORTH, OH 44281 INSURANCE ONLY FINANCIAL SERVICES ADVISOR START DATE: 1/1/14 DEVOTE 4 HOURS PER DAY DURING BUSINESS TRADING HOURS DUTIES: PROVIDE CLIENTS WITH INSURANCE BASED PRODUCTS LIKE LIFE INSURANCE AND ANNUITIES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-17
  • S65 Uniform Investment Adviser Law Examination
    2014-03-17
Designations
Other Names
  • Colleen Griffith Goodwillie
  • Colleen G. Lemasters
  • Colleen Goodwillie Lemasters

View on SEC IAPD

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