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One Financial Way, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-17 |
| IL | RA | APPROVED | 2024-09-26 |
| WV | RA | APPROVED | 2021-05-03 |
| PA | RA | APPROVED | 2021-02-09 |
| OH | RA | APPROVED | 2020-06-03 |
Branch Locations
4585 State Route 39, Berlin, OH 44610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2013-10-10 |
Branch Locations
4585 State Route 39, Berlin, OH 44610 • United States
615 Riffel Road Suite A, Wooster, OH 44691 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hummel Group | Orrville | OH | 07/2013 | Present |
| The O. N. Equity Sales Company | Cincinnati | OH | 08/2013 | Present |
| Hummel Wealth Management, Llc | Berlin | OH | 08/2013 | Present |
1) HUMMEL GROUP; INVESTMENT RELATED; 461 WADSWORTH ROAD ORRVILLE OH 44667; INSURANCE & FINANCIAL SERVICES;RETIREMENT PLAN SPECIALIST; START DATE 07/15/2013; HOURS/MONTH 160; HOURS/TRADING 130; PROPOSALS/COST ANALYSIS,ORGANIZATION MANAAGEMENT & INVESTMENT ANALYSIS, life insurance and Fixed Indexed Annuities sales 2) HUMMEL WEALTH MANAGEMENT LLC; INVESTMENT RELATED; 4585 SR 39 P O BOX 250 BERLIN OH 44610; INVESTMENT ADVISORY; RETIREMENT PLAN SPECIALIST; START DATE 10/3/2013; HOURS/MONTH 140; HOURS/TRADING 120; PROCESS ENROLLMENTS,MUTUAL FUND RESEARCH,PLAN ADMINISTRATION,COMPLIANCE AND FIDUCIARY OVERSIGHT OF CLIENTS; 3) Health Insurance Sales; not investment related; 615 Riffel Road Wooster OH 44691; primarily disability insurance sales to clients as needed; Health insurance sales; 04/01/2022; 1 hour/month ( 1 during security trading hours); Health insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-01 |
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