JH
CFP
JH
CFP

Joshua Michael Hartzler

17 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

651 Riffel Road, 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

Joshua works as a retirement plan specialist at Hummel Group, focusing on insurance and financial services, including life insurance and fixed indexed annuities sales, dedicating full-time hours. He also works at Hummel Wealth Management LLC as a retirement plan specialist, spending nearly full-time hours on investment advisory services, and dedicates minimal time to health insurance sales.

Employment History
Current Registrations
On Investment Management CO
June 2020 - Present · 5 yrs 8 mos
Hummel Wealth Management, LLC
October 2013 - Present · 12 yrs 4 mos
The O.N. Equity Sales CompanyBroker
August 2013 - Present · 12 yrs 6 mos
Previous Registrations
Boa, LLC
June 2010 - August 2013 · 3 yrs 2 mos
Km&m Pinnacle, LTD.
November 2008 - March 2012 · 3 yrs 4 mos
State Registrations4 states
ILOHPAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.