Alexander Michael Wertz

Employer firm

Johnson Investment Counsel, Inc. CRD 117054

$23.0B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → Present
  Johnson Investment Counsel
  Cincinnati, OH
• 08/2018 → 05/2019
  Student
  Bloomington, IN
• 05/2018 → 08/2018
  Charles Schwab & Co.
  Orlando, FL
• 08/2017 → 05/2018
  Student
  Bloomington, IN
• 08/2017 → 08/2017
  Great American Insurance Company
  Cincinnati, OH
• 05/2016 → 05/2017
  Student
  Bloomington, IN

Designations

• Certified Financial Planner