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Portfolio Management for Businesses Advisors in Berlin, Ohio
7 Results
Unclaimed

ON Investment Management Co. | CFP ® (Certifications)

location

BERLIN, OH

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Andrew Miller is a financial advisor with over 14 years of experience in the financial services industry. Andrew is registered with ON Investment Management Co. and Hummel Wealth Management, LLC. Andrew Miller has a Series 6, Series 7, and Series 63 license, along with the SIE exam. Andrew Miller holds the Certified Financial Planner designation. Andrew Miller has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
MORNINGSTAR INVESTMENT SERVICES LLC, SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET
Unclaimed

ON Investment Management Co.

location

BERLIN, OH

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

David B. Schlabach is an investment advisor representative with ON Investment Management Co. and Hummel Wealth Management, LLC. David has been in the industry since August 1988 and has experience working with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. David is registered in 22 states and holds Series 6, 7, and 66 licenses as well as the SIE exam. David's approach focuses on understanding client needs and creating personalized investment strategies tailored to each client's financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
MORNINGSTAR INVESTMENT SERVICES LLC, SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET
Unclaimed

ON Investment Management Co. | CFP ® (Certifications)

location

BERLIN, OH

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Karl David Schlabach is a financial advisor with over 25 years of experience in the industry. Karl is a Certified Financial Planner and holds the Series 6, 7, 24, and 63 licenses. Karl is currently registered with ON Investment Management Co. and Hummel Wealth Management, LLC.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
MORNINGSTAR INVESTMENT SERVICES LLC, SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET
Unclaimed

ON Investment Management Co.

location

Berlin, OH

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Logan Mast is a registered investment advisor representative with ON Investment Management Co. and Hummel Wealth Management, LLC. Logan has been in the financial services industry since 2023 and holds the Series 63 and Series 65 licenses. Logan also holds the Series 6TO and SIE licenses. Logan specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Logan's firm manages assets for a variety of client types including individuals, corporations, charitable organizations, and pension and profit sharing plans. Logan's clients are located primarily in Ohio.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
MORNINGSTAR INVESTMENT SERVICES LLC, SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET
Unclaimed

ON Investment Management Co.

location

BERLIN, OH

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Michael Sommers has been in the financial services industry since 1989. Michael is a Registered Representative and Investment Adviser Representative, currently associated with ON Investment Management Co. Michael is licensed in Ohio. In addition to his financial services activities, Michael is a partner at Hummel Group, Inc, an insurance agency that provides a variety of insurance products. Michael also has Series 6, 7, 24, 63 and 65 registrations.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
MORNINGSTAR INVESTMENT SERVICES LLC, SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET
Unclaimed
location

Berlin, OH

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Robert Christopher Roth is an investment advisor representative with Edward Jones. Robert has been in the securities industry since 2018. Robert has passed the Series 66, Series 7 and SIE exams. Robert holds active registrations in 18 states and has 4 approved SRO registrations, 1 approved FINRA registration, 15 approved state registrations and 2 approved IA state registrations. Robert's current employment is with Edward Jones in the Berlin, OH branch. Robert is a licensed agent, registered representative and has a license to provide investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

Berlin, OH

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Victoria Miriam Burke is an investment advisor representative with Ameriprise Financial Services, LLC. Victoria is registered with the state of Ohio. Victoria has been in the industry since January 2024. Victoria is also a committee chair for the Sugarcreek Business Association, the Secretary of the Tuscarawas County Fair Dairy Committee, and the courtesy cart committee chair for the Ohio Swiss Festival Board.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals