Andrew
Badertscher

On Investment Management Co

CRD#4031475
Investment Advisor
in Wooster, OH

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About this Advisor

Andrew Badertscher is a financial advisor based in Wooster, Ohio, working with On Investment Management Co. Andrew has previously held positions at Hummel Group Inc, Hummel Wealth Management, LLC, The O.N. Equity Sales Company, and Ohio National Financial Services. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Alabama, Florida, Illinois, Indiana, North Carolina, Ohio, and South Carolina. Currently, Andrew is part of On Investment Management Co, which operates out of Wooster, Ohio. The firm has 142 offices and 206 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at On Investment Management Co includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

615 Riffel Road Suite A
Wooster, OH 44691

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,195,447,741

OH Average: $2,106,341,625
Total Number of Employees

206

OH Average: 34
Total Number of Accounts

15,930

OH Average: 1,972
Average Account Size

$137,818

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Andrew Badertscher Work History

2007 - Present (17 years)

Hummel Group Inc

2007 - Present (17 years)

Hummel Wealth Mangagement, LLC

2007 - Present (17 years)

The O.N. Equity Sales Company

2006 - Present (18 years)

Ohio National Financial Services

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

Terek Wilson
Lees Summit, MO
John Head
Chesterfield, MO
Dennis Dean
Chicago, IL
Mark Gash
Lees Summit, MO
Juana Love
Chesterfield, MO
Mark Monahan
Ayer, MA
Matthew Collins
Cincinnati, OH
Michael Ledford
Chattanooga, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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