Alexis Glessner
Advisor at Hummel Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Hummel Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Berlin, OH 44610
Credentials
Series 65
Industry experience
1 year
Alexis Glessner is a Series 65-licensed advisor with Hummel Wealth Management, LLC, based in Berlin, Ohio, with one year of industry experience. Prior to joining Hummel Wealth Management, Alexis worked at P. Graham Dunn and Heather's Studio. Hummel Wealth Management, LLC provides non-discretionary pension consulting and advisory services primarily to employee benefit plans and their fiduciaries, as well as trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on plan-level services such as fund selection advice and investment performance monitoring, typically recommending mutual funds and employing fundamental and technical analysis tailored to each plan sponsor’s objectives.
Fixed fees possible for limited scope pension consulting services on case-by-case basis
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.60% $5,000,001 - $7,500,000: 0.40% $7,500,001 - $10,000,000: 0.30% Over $10,000,000+: 0.25%
Commissions on securities and insurance products; 12b-1 fees from mutual funds
4585 State Route 39
Berlin, OH 44610
Ohio
Hummel Wealth Management, LLC
2024 - Present (2 years)
Wayne County Regional Training Facility
2024 - Present (2 years)
Hummel Wealth Management, LLC
2023 - 2024 (1 year)
P. Graham Dunn
2023 - 2023 (1 year)
P. Graham Dunn
2021 - 2022 (1 year)
Heather's Studio
2016 - 2022 (6 years)
Full-Time Student
2014 - 2024 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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