KS
CFP
KS
CFP

Karl David Schlabach

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningSpecial Needs Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
203 advisors
Number of Clients
8,323 clients
Average Client Portfolio
$286K average
Assets Under Management
$2.4B

Fee Structure

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Location

461 Wadsworth Road, Orrville, OH, 44667

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Karl is the CFO/CCO of Hummel Wealth Management, LLC, providing investment advisory services, dedicating about a quarter of his time. He is also an agent for Hummel Group Inc., selling life insurance, disability insurance, and fixed annuities, which takes about half of his time.

Employment History
Current Registrations
On Investment Management CO
November 2012 - Present · 13 yrs 3 mos
Hummel Wealth Management, LLC
April 2007 - Present · 18 yrs 10 mos
The O.N. Equity Sales CompanyBroker
August 1998 - Present · 27 yrs 6 mos
State Registrations16 states
AKCOFLGAINKYMONCOHORPASCTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.