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Deborah Ruth Meitzler

Advisor at Ameriprise — Baltic, OH

Updated today

Credentials

Series 63, Series 65

Experience

19 years

Location

Baltic, OH

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,069 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Deborah Meitzler is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Her prior experience includes roles at Morgan Stanley and 3 Sixty LLC before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach incorporates proprietary research and third-party data, emphasizing tax-aware withdrawal strategies and requires clients to meet specific asset minimums for participation.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Baltic, OH

Baltic OH

Advisors at this office

1

Most active in

Minnesota · Ohio

Work history

19 years of industry experience

Ameriprise

2026 - Present • 1 year

Columbus, OH

Ameriprise Financial Services, LLC

2020 - 2026 • 6 years

Deerfield, IL

Ameriprise Financial Services, Inc.

2019 - 2020 • 1 year

Chicago, IL

Morgan Stanley

2017 - 2019 • 2 years

Chicago, IL

3 Sixty LLC

2015 - 2017 • 2 years

Plainfield, IL

Ameriprise

2012 - 2015 • 3 years

U.S. Bancorp Advisors, LLC

2010 - 2012 • 2 years

CA

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

Jeffry H

CFP®

Coshocton, OH

Roscoe Financial

Jeffry Hamilton is a CFP® with 23 years of experience in the financial industry. He has been the sole advisor at Roscoe Financial since 1997. Roscoe Financial serves mainly individual investors, including retirees, professionals, and those managing inheritances or retirement distributions, as well as charitable organizations and fiduciaries for impaired persons. The firm emphasizes client-focused strategic asset allocation using low-cost index and index-like funds, with tailored portfolios governed by written investment policy statements and regular monitoring.

General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) Cash flow / budgeting Retired
user avatar

Lewis H

Series 65

Dover, OH

Hindman Financial, LLC

Lewis Hindman Jr. is a financial advisor at Hindman Financial, LLC with over one year of industry experience. He holds a Series 65 license and has been a public high school teacher in Dover, Ohio since 2006. In addition to his advisory role, he provides tax preparation services. Hindman Financial offers financial planning, individual-topic consulting, and public seminars focused on basic investing, budgeting, and debt reduction. The firm delivers fee-based written plans and educational sessions without managing client investment accounts or charging asset-based fees.

General retirement planning Income planning General tax planning General estate planning guidance Cash flow / budgeting
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
user avatar

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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