Alexander Michael Wertz
Investment adviser representative at Johnson Investment Counsel, Inc.
10 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
10 years in the industry.
- Johnson Investment Counsel, Inc.May 2019 to now
- StudentAug 2018 to May 2019
- Charles Schwab & Co.May 2018 to Aug 2018
- StudentAug 2017 to May 2018
- Great American Insurance CompanyAug 2017 to Aug 2017
- StudentMay 2016 to May 2017
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
- 7538866
- Firm CRD
- 117054