KH
KH

Kristen Hummel

34 Years of Experience
Strongsville, OH
Broker

Kristen Hummel is a registered investment advisor at PNC Wealth Management, based in Strongsville, OH, with 34 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities. Their firm serves 157,536 clients with $27B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1116 advisors
Number of Clients
157,536 clients
Average Client Portfolio
$168K average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $4.0M1.00%
$4M+1.00%

Fees negotiable for accounts over $4,000,000. From time-to-time, we offer discounted pricing programs at our discretion. For example, current employees of PNCWM and their immediate family members are eligible for employee pricing.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Strongsville, OH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
PNC Wealth Management
September 2011 - Present · 14 yrs 10 mos
PNC Wealth Management LLCBroker
September 2011 - Present · 14 yrs 10 mos
PNC Wealth Management LLC
September 2011 - Present · 14 yrs 10 mos
Previous Registrations
U.S. Bancorp Investments, INC.
April 2006 - April 2010 · 4 yrs
U.S. Bancorp Investments, INC.Broker
December 2001 - April 2010 · 8 yrs 4 mos
Firstar Investment Services,inc.Broker
May 2000 - December 2001 · 1 yr 7 mos
Conseco Securities, INC.Broker
March 1996 - May 2000 · 4 yrs 2 mos
Key Investments INC.Broker
May 1995 - January 1996 · 8 mos
Fund/plan Broker Services, INC.Broker
June 1993 - May 1995 · 1 yr 11 mos
Invest Financial CorporationBroker
January 1992 - December 1992 · 11 mos
Protective Equity Services, INC.Broker
July 1989 - December 1991 · 2 yrs 5 mos
State Registrations2 states
OHPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.