Joshua Hartzler (CRD# 5571827) is an Investment Advisor Representative working at On Investment Management Co in Wooster, OH and has over 15 years of experience in the finance industry. Joshua Hartzler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 4629095
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The O. N. Equity Sales Company | Cincinnati, OH | Aug 2013 - Current | 10 |
| Hummel Wealth Management, LLC | Berlin, OH | Aug 2013 - Current | 10 |
| Hummel Group | Orrville, OH | Jul 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
- OH
- PA
- WV
-
Total Assets Under Management2,195MILLIONS
-
Total Number of Accounts15,930ACCOUNTS
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Average Account Value$137,818
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
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- Selection of other advisers (including private fund managers)
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