Hummel Wealth Management, LLC

Hummel Wealth Management, LLC (CRD# 143523) is a financial advisory firm headquartered in Berlin, OH. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Hummel Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joshua M. Hartzler
CRD#: 5571827
461 Wadwsorth Rd., Po Box 3, Orrville, OH 44667
96
Wealthminder
score

Joshua Hartzler (CRD# 5571827) is an Investment Advisor Representative working at Hummel Wealth Management, LLC in Orrville, OH and has over 9 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.

2
Trent D. Blauch
CRD#: 5786978
4585 State Route 39, Berlin, OH 44610
87
Wealthminder
score

Trent Blauch (CRD# 5786978) is an Investment Advisor Representative working at Hummel Wealth Management, LLC in Berlin, OH and has 1 year of experience in the finance industry.

3
Holly R. Miller
CRD#: 4774290
4585 State Route 39, Berlin, OH 44610
87
Wealthminder
score

Holly Miller (CRD# 4774290) is an Investment Advisor Representative working at Hummel Wealth Management, LLC in Berlin, OH and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.