Joshua
Hartzler
On Investment Management Co
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About this Advisor
Joshua Hartzler is a financial advisor based in Wooster, Ohio, working with On Investment Management Co. Joshua has previously held positions at Hummel Group, The O. N. Equity Sales Company, and Hummel Wealth Management, LLC. Joshua has passed the Series 66 regulatory exam and is registered to provide services in Ohio, Pennsylvania, and West Virginia. Currently, Joshua 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
Services Offered
Fee Structure
Office Location
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On Investment Management Co Brokerage Details
$2,195,447,741
206
15,930
$137,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Joshua Hartzler Work History
Hummel Group
The O. N. Equity Sales Company
Hummel Wealth Management, LLC
Disclosures
Please visit the SEC profile of Joshua Hartzler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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