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Alexis Dawn Glessner

Advisor at Hummel Wealth Management, LLC — Berlin, OH

Updated today

Credentials

Series 65

Experience

1 year

Location

Berlin, OH 44610

Hummel Wealth Management, LLC logo

Hummel Wealth Management, LLC

Supported

Total advisors

2

Clients per advisor

61 High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Very Low

About

Alexis Glessner is a Series 65-licensed financial advisor at Hummel Wealth Management, LLC with one year of industry experience. Prior to joining Hummel Wealth Management, Alexis worked at P. Graham Dunn and Heather's Studio. Outside of financial advising, Alexis is associated with the Wayne County Regional Training Facility. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, focusing on fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, corporations, and other business entities without offering ongoing discretionary portfolio management for individual clients.

Client services

Based on Hummel Wealth Management, LLC

Pension consulting

Occupation focus

Based on Hummel Wealth Management, LLC

Retired

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Fee options

Fixed

In certain situations, fixed fee arrangements may be agreed upon based on limited scope services.

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.60% $5,000,001 - $7,500,000: 0.40% $7,500,001 - $10,000,000: 0.30% Over $10,000,000+: 0.25%

Commissions

Registered representatives also earn commissions for securities and insurance products sold separately from advisory fees.

Location

Berlin, OH

4585 State Route 39

Berlin OH 44610

Advisors at this office

13

Most active in

Ohio

Work history

1 year of industry experience

Hummel Wealth Management, LLC

2024 - Present • 2 years

Berlin, OH

Wayne County Regional Training Facility

2024 - Present • 2 years

Apple Creek, OH

Hummel Wealth Management, LLC

2023 - 2024 • 1 year

Berlin, OH

P. Graham Dunn

2023 - 2023 • 1 year

Dalton, OH

P. Graham Dunn

2021 - 2022 • 1 year

Dalton, OH

Heather's Studio

2016 - 2022 • 6 years

Orville, OH

Full-Time Student

2014 - 2024 • 10 years

Orville, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David S

Series 66

Berlin, OH

Hummel Wealth Management, LLC

David Schlabach is an investment adviser with Hummel Wealth Management, LLC in Berlin, Ohio, holding a Series 66 designation and over 38 years of industry experience. He has been with Hummel Wealth Management since 2007 and maintains long-term affiliations with The O.N. Investment Management Co. and THE O.N. Equity Sales Company. Outside of advisory work, he owns a retail business selling folk art and crafts and serves on the board of a community bank. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, focusing on plan-level advice such as fund selection, performance monitoring, and participant education. The firm also serves trusts, charitable organizations, and business entities, typically employing mutual funds and long-term purchase strategies without offering ongoing discretionary portfolio management for individual retail clients.

Retired
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Nicholas S

Series 66

Berlin, OH

Hummel Wealth Management, LLC

Nicholas Sparr is a financial advisor at Hummel Wealth Management, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at ON Investment Management Co., The O.N. Equity Sales Company, and The Hummel Group. Before entering the financial services industry, he held various roles at Ashland University and other local organizations. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, offering services such as fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, corporations, and other business entities, focusing on plan-level advice rather than ongoing discretionary portfolio management for individual retail clients.

Retired
user avatar

Karl S

CFP®, Series 63

Berlin, OH

Hummel Wealth Management, LLC

Karl Schlabach is a CFP® designated financial advisor with Hummel Wealth Management, LLC, bringing 28 years of industry experience. He has worked at Hummel Wealth Management since 2007 and has been affiliated with The O.N. Equity Sales Company and Hummel Insurance Agency Inc. for over two decades. Hummel Wealth Management primarily provides non-discretionary pension consulting services to employee benefit plans and fiduciaries, offering plan-level advice including fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, corporations, and other business entities, focusing on tailored consulting engagements rather than ongoing discretionary portfolio management for individual retail clients.

Retired
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Jordan L

Series 66

Berlin, OH

Hummel Wealth Management, LLC

Jordan Luhring is a financial advisor with Hummel Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial and The O.N. Equity Sales Company. Outside of his advisory work, he is involved with the Hummel Group as an account executive and agent specializing in life and disability insurance. Hummel Wealth Management primarily provides non-discretionary pension consulting services to employee benefit plans and their fiduciaries, focusing on fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, and business entities, emphasizing plan-level advice rather than individual discretionary portfolio management.

Retired
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Peyton G

Series 66, Series 63

Berlin, OH

Hummel Wealth Management, LLC

Peyton Gentry is a financial advisor with Hummel Wealth Management, LLC, holding Series 66 and Series 63 licenses and bringing seven years of industry experience. He has worked at ON Investment Management Co. since 2019 and The O.N. Equity Sales Company and Hummel Wealth Management since 2018. Outside of advisory services, he is involved in life insurance sales within his organization. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, focusing on plan-level advice such as fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, corporations, and other business entities without offering ongoing discretionary portfolio management for individual retail clients.

Retired
user avatar

Joshua H

CFP®, Series 66

Berlin, OH

Hummel Wealth Management, LLC

Joshua Hartzler is a financial advisor with Hummel Wealth Management, LLC and holds the CFP® and Series 66 designations. He has 17 years of industry experience, including roles at Hummel Wealth Management, The O. N. Equity Sales Company, and Hummel Group since 2013. In addition to his advisory work, he is involved in retirement plan consulting and disability insurance sales. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans, offering plan-level advice such as fund selection analysis and investment performance monitoring. The firm serves trusts, charitable organizations, and business entities but does not offer ongoing discretionary portfolio management for individual clients.

Retired
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