TH
CFP
TH
CFP

Trevor Linn Hostetler

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningSpecial Needs Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
203 advisors
Number of Clients
8,323 clients
Average Client Portfolio
$286K average
Assets Under Management
$2.4B

Fee Structure

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Location

461 Wadsworth, Orrville, OH, 44667

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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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Other Business ActivitiesSells Insurance

Trevor sells life, long-term care, and disability insurance policies as an insurance agent since 2016. This activity takes minimal time.

Employment History
Current Registrations
On Investment Management CO
January 2014 - Present · 12 yrs 1 mo
Hummel Wealth Management, LLC
October 2013 - Present · 12 yrs 4 mos
The O.N. Equity Sales CompanyBroker
February 2001 - Present · 25 yrs
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.