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Joshua Michael Hartzler

HUMMEL WEALTH MANAGEMENT, LLC·BERLIN, Ohio
Clean recordHUMMEL WEALTH MANAGEMENT, LLC
4585 STATE ROUTE 39, BERLIN, OH 44610CRD# 5571827Firm CRD# 143523

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Michael Hartzler · BERLIN, OH
Registration
CRD #5571827 · HUMMEL WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joshua Michael Hartzler is a registered financial advisor based in BERLIN, Ohio, affiliated with HUMMEL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
HUMMEL WEALTH MANAGEMENT, LLC
HUMMEL WEALTH MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at HUMMEL WEALTH MANAGEMENT, LLC →
Services
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5571827
Firm CRD# 143523
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua Michael Hartzler offer?
Joshua Michael Hartzler is a registered financial advisor in BERLIN, Ohio. Contact their office for details on services offered.
What are Joshua Michael Hartzler's credentials?
Joshua Michael Hartzler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Michael Hartzler located?
Joshua Michael Hartzler is based in BERLIN, Ohio, working with HUMMEL WEALTH MANAGEMENT, LLC. Their office serves clients in the BERLIN metropolitan area and surrounding communities.
How does Joshua Michael Hartzler charge for services?
Joshua Michael Hartzler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HUMMEL WEALTH MANAGEMENT, LLC?
HUMMEL WEALTH MANAGEMENT, LLC has approximately 19 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HUMMEL WEALTH MANAGEMENT, LLC

Karl David Schlabach
BERLIN, OH

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)
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Research
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