Best Investors Account Sign in
Claim This Profile
Current Employers
Johnson Investment Counsel, Inc.

3777 West Fork Road, Cincinnati, OH 45247 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2019-06-14
TX RA APPROVED 2019-06-14
  • MI RA
    APPROVED
    Since 2019-06-14
  • TX RA
    APPROVED
    Since 2019-06-14

Branch Locations

3777 West Fork Road, Cincinnati, OH 45247 • United States

39209 Six Mile Rd. Suite 201, Livonia, MI 48152 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Vintage Financial Services, Llc Ann Arbor MI 09/2009 05/2019
Johnson Investment Counsel, Inc. Cincinnati OH 05/2019 Present
Previous Registrations
  • 2010-06-16 → 2019-05-06
    Vintage Financial Services Llc
    Ann Arbor, MI
  • 2003-01-21 → 2006-05-05
    Signator Investors, Inc.
    Toledo, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-26
S63 Uniform Securities Agent State Law Examination 1993-04-17
  • S65 Uniform Investment Adviser Law Examination
    1998-10-26
  • S63 Uniform Securities Agent State Law Examination
    1993-04-17
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor