Unclaimed
Andrew Badertscher is a financial advisor with over 20 years of experience in the industry. Andrew currently works for ON Investment Management Co. and Hummel Wealth Management, LLC, and has a wide range of experience working with individual clients, charitable organizations, and retirement plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
06/06/2024 - Present
ON Investment Management Co. (WOOSTER OH)
OH
03/19/2007 - 07/11/2007
1ST GLOBAL CAPITAL CORP. (WOOSTER OH)
OH
01/13/2006 - 03/22/2007
THE O.N. EQUITY SALES COMPANY (ORVILLE OH)
OH
04/03/2003 - 12/31/2005
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IN
10/26/1999 - 04/11/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/26/1999 - 04/11/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 11/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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