A complete list of active advisors currently associated with Hummel Wealth Management, LLC
Warmer can help you find a great advisor at Hummel Wealth Management, LLC or one who fits your needs even better.
Hummel Wealth Management provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, offering services such as plan reviews, fund selection advice, participant education, and ongoing performance monitoring under ERISA. The firm does not provide continuous discretionary portfolio management to individual retail clients and therefore reports no regulatory assets under management. The firm tailors advice to plan sponsors’ stated objectives and any sponsor-imposed restrictions, typically recommending mutual funds (including no-load or institutional share classes) and addressing asset allocation, diversification, risk tolerance, and participant education. Formal engagements include periodic reviews and plan-level deliverables, while ultimate investment decisions remain with the plan fiduciary. Hummel’s corporate and personnel structure is notable: it is owned by an affiliated financial holding group and its advisory staff commonly hold dual registrations as registered representatives of a broker-dealer, as investment adviser representatives of other registered advisers, and as licensed insurance agents. Those multiple affiliations distinguish the firm from many peers and create potential conflicts of interest that are disclosed in its brochure and managed through its supervisory and disclosure practices.
To learn more about the advisors currently working at Hummel Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Berlin, OH
| 1
|
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