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Merry Denee' Kochersperger

Investment adviser representative at Johnson Investment Counsel, Inc.
18 yearsExperience
2 statesRegistered in
$23BFirm assets
24 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

18 years in the industry.

  1. Johnson Investment Counsel, Inc.Jan 2019 to now
  2. Matilda Jane Clothing, LLCAug 2008 to Dec 2022
  3. Riazzi Asset ManagementMar 2008 to Jan 2019

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (OH, TX).

Johnson Investment Counsel, Inc.

$23BAssets managed
5,470Clients
65Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4201768
Firm CRD
117054
Advisor's SEC record (opens in a new tab)
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