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Alexander Michael Wertz

Johnson Investment Counsel, Inc.

Cincinnati, OH

Cincinnati, OH

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Current Employers
Johnson Investment Counsel, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-25
OH RA APPROVED 2022-04-19
  • TX RA
    APPROVED
    Since 2024-09-25
  • OH RA
    APPROVED
    Since 2022-04-19

Branch Locations

5577 Montgomery Rd, Ste 400, Cincinnati, OH 45237 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Johnson Investment Counsel Cincinnati OH 05/2019 Present
Student Bloomington IN 08/2018 05/2019
Charles Schwab & Co. Orlando FL 05/2018 08/2018
Student Bloomington IN 08/2017 05/2018
Great American Insurance Company Cincinnati OH 08/2017 08/2017
Student Bloomington IN 05/2016 05/2017
  • 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

View on SEC IAPD

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JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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