Brandon Plumb
Investment adviser representative at Johnson Investment Counsel, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$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.Jul 2019 to now
- Key Investment ServicesJul 2018 to Jul 2019
- KeybankJul 2018 to Jul 2019
- Ohio State UniversityAug 2015 to May 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6986438
- Firm CRD
- 117054