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Employer firm

On Investment Management Co CRD 105662

$3.15B regulatory AUM 308 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET

From the firm’s Form ADV. Read the guides:

Current Employers
On Investment Management Co

One Financial Way, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-08-01
  • OH RA
    APPROVED
    Since 2024-08-01

Branch Locations

4585 State Route 39, Berlin, OH 44610 • United States

Hummel Wealth Management, Llc

4585 State Route 39, Berlin, OH 44610 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-08-01
  • OH RA
    APPROVED
    Since 2024-08-01

Branch Locations

4585 State Route 39, Berlin, OH 44610 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pizza Parlor V Sugarcreek OH 03/2014 05/2019
Provia Door And Window Sugarcreek OH 06/2019 01/2021
Hummel Group Berlin OH 01/2021 Present
Kent State University New Philadelphia OH 05/2016 05/2020
The On Equity Sales Company Cincinnati OH 03/2022 Present
Hummel Wealth Management, Llc Berlin OH 07/2024 Present
  • 03/2014 → 05/2019
    Pizza Parlor V
    Sugarcreek, OH
  • 06/2019 → 01/2021
    Provia Door And Window
    Sugarcreek, OH
  • 01/2021 → Present
    Hummel Group
    Berlin, OH
  • 05/2016 → 05/2020
    Kent State University
    New Philadelphia, OH
  • 03/2022 → Present
    The On Equity Sales Company
    Cincinnati, OH
  • 07/2024 → Present
    Berlin, OH
Other Businesses

There is no name of the business. I am a dog broker as a hobby. I advertise breeder's dogs to connect them with buyers. The business is not investment related. I do; this by myself. All of the work is done during non-business hours and is NOT done during securities trading hours. I started in 12/30/2021. ;4 hours a month doing this. I spend (0 hours doing this during securities trading hours.); My duties are I take pictures of the puppies, advertise them on a website made for selling dogs, and connect potential buyers with the breeders.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-25
S63 Uniform Securities Agent State Law Examination 2023-05-24
  • S65 Uniform Investment Adviser Law Examination
    2024-07-25
  • S63 Uniform Securities Agent State Law Examination
    2023-05-24
Other Names
  • Logan Mast

View on SEC IAPD

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