Maxwell Doyle Klett
Investment adviser representative at Johnson Investment Counsel, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$23BFirm assets
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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
11 years in the industry.
- Johnson Investment Counsel, Inc.Jun 2019 to now
- Constellation Wealth AdvisorsJan 2019 to Mar 2019
- Merrill LynchAug 2017 to Dec 2018
- Procter & GambleMay 2017 to Aug 2017
- Merrill LynchMay 2016 to May 2017
- Full-time EducationAug 2015 to May 2019
Designations
- CFP® certification
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
- 6663840
- Firm CRD
- 117054