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Andrew Dennis Badertscher

Advisor at Hummel Wealth Management, LLC — Berlin, OH

Updated today

Credentials

CFP®, Series 66

Experience

26 years

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

Andrew Badertscher is a CFP® with 26 years of industry experience. He has been with Hummel Wealth Management, LLC since 2007 and holds additional roles with O.N. Equity Sales Company, Hummel Group Inc., and Ohio National Financial Services. Outside of his advisory work, he serves as treasurer and board member for the Boys and Girls Club of Wooster and is a board member of Mennonite Mutual Insurance Company. Hummel Wealth Management specializes in non-discretionary pension consulting for employee benefit plans, providing plan-level advice including fund selection analysis and participant education. The firm also serves trusts, charitable organizations, and corporations, focusing on tailored consulting engagements rather than 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

Alabama · Arizona · Colorado · Florida · Georgia · Illinois · Indiana · Maryland · Minnesota · North Carolina · Ohio · Pennsylvania · South Carolina

Work history

26 years of industry experience

Hummel Wealth Mangagement, Llc

2007 - Present • 19 years

Wooster, OH

THE O.N. Equity Sales Company

2007 - Present • 19 years

Cincinnati, OH

Hummel Group Inc.

2007 - Present • 19 years

Berlin, OH

Ohio National Financial Services

2006 - Present • 20 years

Cincinnati, OH

ON Investment Management CO

2004 - 2005 • 1 year

Wooster, OH

Osaic FA, Inc.

2001 - 2003 • 2 years

Wooster, OH

Disclosures

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

Business activities & affiliations

user avatar

David S

Series 66

Berlin, OH

Hummel Wealth Management, LLC

David Schlabach is a financial advisor with Hummel Wealth Management, LLC, holding a Series 66 designation and 38 years of industry experience. He has worked at Hummel Wealth Management since 2007 and is also affiliated with The O.N. Investment Management Co. and THE O.N. Equity Sales Company. Outside of his advisory role, Schlabach owns a retail business selling folk art and crafts and serves on the board of a community bank, providing loan risk evaluation. 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 and investment monitoring. The firm works with trusts, charitable organizations, and business entities and does not offer 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 Series 66-credentialed advisor at Hummel Wealth Management, LLC with one year of industry experience. His work history includes roles at ON Investment Management Co., The O.N. Equity Sales Company, and The Hummel Group. 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, and corporations, distinguishing itself by not offering 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® with 28 years of industry experience. He has been with Hummel Wealth Management, LLC since 2007 and has worked with The O.N. Equity Sales Company since 1998. He is also active in insurance and annuity sales through Hummel Group, Inc. Hummel Wealth Management primarily provides non-discretionary pension consulting services to employee benefit plans and related entities, focusing on plan-level advice such as fund selection, performance monitoring, and participant education rather than individual portfolio management.

Retired
user avatar

Jordan L

Series 66

Berlin, OH

Hummel Wealth Management, LLC

Jordan Luhring is a financial advisor at Hummel Wealth Management, LLC, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Ameriprise Financial and The University of Akron. He is also involved with the Hummel Group as an agent servicing life and disability insurance policies. 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 works with trusts, charitable organizations, and corporations, tailoring consulting engagements to plan sponsor objectives with a focus on ERISA plan consulting 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 63 and Series 66 licenses and seven years of industry experience. Prior to joining Hummel Wealth Management, he has worked with ON Investment Management Co and The O.N. Equity Sales Company. He is also engaged in insurance sales, offering life insurance to clients within his organization. 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 works with 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 CFP® with 17 years of industry experience. He has been with Hummel Wealth Management, LLC since 2013 and also has roles with The O. N. Equity Sales Company and Hummel Group. His background includes work at Expand Financial, LLC and KM&M PINNACLE, Ltd. Hartzler is involved in retirement plan consulting and also provides health insurance sales focusing on disability insurance. Hummel Wealth Management is a state-registered investment adviser specializing in non-discretionary pension consulting for employee benefit plans and fiduciaries. The firm serves trusts, charitable organizations, and corporations, emphasizing plan-level advice such as fund selection analysis and investment performance monitoring.

Retired
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