Joshua Hartzler, financial advisor Berlin OH
96 score

Joshua Hartzler

CRD Number: 5571827
Current Firm: Hummel Wealth Management, LLC

Joshua Hartzler (CRD# 5571827) is an Investment Advisor Representative working at Hummel Wealth Management, LLC in Berlin, 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.

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Professional Designations
Company Name Location Dates Years
The O. N. Equity Sales Company Cincinnati, OH Aug 2013 - Current 4
Hummel Wealth Management, LLC Berlin, OH Aug 2013 - Current 4
Hummel Group Orrville, OH Jul 2013 - Current 4
Boa, LLC Mansfield, OH Dec 2009 - Jul 2013 3
Km&m Pinnacle, Ltd Mansfield, OH Sep 2007 - Jul 2013 5
Summit Benefits Solutions Mansfield, OH Jun 2007 - Jul 2013 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Joshua M. Hartzler
Phone Number: 330-893-2600
Firm Website:
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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