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Kobe Troyer

CRD# 7622282·Registered 2023 - 2026
Previously Registered: Being a previously registered professional could mean that Kobe is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Kobe Troyer was a registered financial advisor. Kobe was a previously registered financial professional and started their career in finance 2023 - 2026. Kobe had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

3 years in the financial services industry

Current & Past Employments

HUMMEL WEALTH MANAGEMENT, LLC·CRD# 143523
RIA
Berlin, OH
November 13, 2023 - February 19, 2026
THE O.N. EQUITY SALES COMPANY·CRD# 2936
BD
Berlin, OH
May 26, 2023 - December 3, 2025

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Current Firm

HW
HUMMEL WEALTH MANAGEMENT, LLC

HUMMEL GROUP | HUMMEL WEALTH MANAGEMENT, LLC

CRD#: 143523 / SEC#: 801-79892
RIA
Registered Investment Advisory firm - SEC (6/22/2016 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (9/24/2025 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (6/20/2016 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

4585 State Route 39, Berlin, OH 44610

Mailing Address

P.o. Box 250, Berlin, OH 44610

Phone Number

(330) 893-2600

# of Employees

11

Documents

Latest Form ADV

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Life Insurance; 4585 State Route 39 Berlin OH 44654; investment related; selling life insurance; insurance agent; 09/01/2022; 1 hour per month ( 1 hour during security trading hours). 2). Buffalo Black LLC; Not investment related; 6398 CR 203, Millersburg, OH 44654; Real Estate; Owner; 20 Hours/month(0 during securities trading hours); make offers to mineral owners and meet them to go over purchase agreements.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2023About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed May 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Apr 2023About the SIE exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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