Dale Schrock

Dale Schrock

President and Financial Advisordale.schrock@schrockfin.com

Meet Dale:

I grew up in Baker, WV and graduated from East Hardy High School in 1994. I received a BA in Economics and Business Administration from Eastern Mennonite University in 1998. I began working as a financial advisor with American Express Financial Advisors in 1999 and attained the Series 7 and 66 registrations, currently held by LPL Financial, and the Virginial Life and Health Insurance license. I became a franchisee of American Express Financial Advisors in 2000 and continued in that role through their transition to Ameriprise Financial. In October of 2007, I formed my own company, Schrock Financial, with LPL Financial as my broker/dealer. In December of 2007, I attained the Series 24 registration, currently held by LPL Financial.

As the President of Schrock Financial, I do my best to live and help others as detailed in “Our Philosophy.” I try to live a life of compassion, kindness, peace, and balance in an attempt to be the best version of myself and to share these values with others. I continually learn from experiences and work on areas that need improvement. The strategies and concepts I use today are a direct result of this honesty and self-reflection.

I enjoy research, reading, and spending time with my wife, Melissa, and son, Will. I appreciate the peacefulness and slower pace of the country and live in Port Republic, VA.

Thank you again for taking the time to explore our website and learn about us.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Our Team

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member of FINRA/SIPC. The LPL Financial registered representative associated with this website may only discuss and/or transact securities business with residents of the following states: DC, FL, TX, VA, WV.

LPL Financial Form CRS