Andrew
Badertscher
On Investment Management Co
Answer a few questions and
get matched with an advisor.
About this Advisor
Andrew Badertscher is a certified financial planner working in Wooster, Ohio with a total of 12 years of industry experience. Badertscher is currently employed by On Investment Management Co. During their career, Badertscher has held roles at Hummel Group Inc, Hummel Wealth Mangagement, LLC, The O.N. Equity Sales Company and Ohio National Financial Services. Badertscher holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama, Florida, Illinois, Indiana, North Carolina and Ohio. On Investment Management Co is a registered investment firm that has its headquarters in Cincinnati, OH. The investment advisory business has offices in 202 locations and a total of 256 advisors. It oversees $2 billion in assets across its 12,239 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 13 charities and foundations. Of its 12,239 customer accounts, just 4% are held by high-net-worth individuals who have at least $1 million in investable assets. On Investment Management Co offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice largely are based on the type of financial services. However, fees billed by On Investment Management Co likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
On Investment Management Co Brokerage Details
$2,078,480,898
256
12,239
$169,824
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Andrew Badertscher Work History
Andrew has been registered as a financial advisor for 12 years.*
Hummel Group Inc
Hummel Wealth Mangagement, LLC
The O.N. Equity Sales Company
Ohio National Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Badertscher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at On Investment Management Co
Rushville, IL
Mackinaw, IL
Southampton, PA
Tustin, CA
Weirton, WV
Cuyahoga Falls, OH
Chesterfield, MO
Chesterfield, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
