AB
CFP
AB
CFP

Andrew Dennis Badertscher

26 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

615 Riffel Road, Suite A, Wooster, OH, 44691

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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

Andrew is an investment advisor representative and sells life and disability insurance through The Taylor Agency, dedicating about 10-20% of his time to each. He also serves as treasurer for Long Run Properties LLC and the Boys and Girls Club of Wooster, spending minimal time on each.

Employment History
Current Registrations
On Investment Management CO
September 2011 - Present · 14 yrs 5 mos
Hummel Wealth Management, LLC
August 2007 - Present · 18 yrs 6 mos
The O.N. Equity Sales CompanyBroker
June 2007 - Present · 18 yrs 8 mos
Previous Registrations
1st Global Advisors INC
March 2007 - July 2007 · 4 mos
Meaden & Moore Financial Services, LTD.
March 2007 - July 2007 · 4 mos
1st Global Capital CORP.Broker
March 2007 - July 2007 · 4 mos
The O.N. Equity Sales CompanyBroker
January 2006 - March 2007 · 1 yr 2 mos
On Investment Management CO
January 2004 - December 2005 · 1 yr 11 mos
The O.N. Equity Sales CompanyBroker
April 2003 - December 2005 · 2 yrs 8 mos
Lincoln Financial Advisors Corporation
March 2001 - April 2003 · 2 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
October 1999 - April 2003 · 3 yrs 6 mos
The Lincoln National Life Insurance CompanyBroker
October 1999 - April 2003 · 3 yrs 6 mos
State Registrations20 states
ALAZCOCTFLGAIDILINMDMIMNNCNHNYOHPASCTXWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.