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Joshua Michael Hartzler

HUMMEL WEALTH MANAGEMENT, LLC·BERLIN, Ohio
SIE, Series 7, Series 24, Series 66CFPClean record17 years registeredHUMMEL 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 · 17 years registered
Brand Profile
Not yet started
01

Career History

ON INVESTMENT MANAGEMENT CO
Jun 2020 – present
HUMMEL WEALTH MANAGEMENT, LLC
Oct 2013 – present
BOA, LLC
Jun 2010 – Aug 2013
MANSFIELD, OH
KM&M PINNACLE, LTD.
Nov 2008 – Mar 2012
MANSFIELD, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · November 10, 2008
Years registered · 17
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HUMMEL WEALTH MANAGEMENT, LLC
CRD 143523 · SEC 801-79892
Employees
19
Total firm employees
Services offered by HUMMEL WEALTH MANAGEMENT, LLC
Per Form ADV
Publication of periodicals/newsletters
View all advisors at HUMMEL WEALTH MANAGEMENT, LLC →
Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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
CFP

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