Donald R Ennis
Investment adviser representative at Johnson Investment Counsel, Inc.
13 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
13 years in the industry.
- Johnson Investment Counsel, Inc.May 2022 to now
- Park Avenue SecuritiesNov 2021 to May 2022
- Guardian Life Insurance CompanyOct 2021 to May 2022
- Dlak Wealth AdvisorysMay 2021 to Nov 2021
- Dlak Wealth AdvisorsDec 2020 to Apr 2021
- Wright Brothers Global GasFeb 2019 to Nov 2020
- University of CincinnatiAug 2017 to May 2021
- Beavercreek High SchoolJul 2013 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7309761
- Firm CRD
- 117054