Unclaimed Profile

Stephen L. Simendinger

JOHNSON INVESTMENT COUNSEL, INC.·CINCINNATI, Ohio

Series 63Clean record23 years registeredJOHNSON INVESTMENT COUNSEL, INC.

3777 WEST FORK ROAD, CINCINNATI, OH 45247CRD# 2296553Firm CRD# 117054

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen L. Simendinger · CINCINNATI, OH

Registration

CRD #2296553 · JOHNSON INVESTMENT COUNSEL, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JOHNSON INVESTMENT COUNSEL, INC.

JOHNSON INVESTMENT COUNSEL, INC.

Apr 2003 – Mar 2018

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 63

Registration record

First registered · April 3, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOHNSON INVESTMENT COUNSEL, INC.

CRD 117054 · SEC 801-60676

AUM

$18.6B

Regulatory assets under management

Employees

151

15,436 client accounts

Services offered by JOHNSON INVESTMENT COUNSEL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at JOHNSON INVESTMENT COUNSEL, INC. →

Introduction

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Frequently Asked Questions

What services does Stephen L. Simendinger offer?

Stephen L. Simendinger specializes in Financial Planning, Investment Management, Wealth Management.

What are Stephen L. Simendinger's credentials?

Stephen L. Simendinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen L. Simendinger located?

Stephen L. Simendinger is based in CINCINNATI, Ohio, last registered with JOHNSON INVESTMENT COUNSEL, INC..

How does Stephen L. Simendinger charge for services?

Stephen L. Simendinger's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JOHNSON INVESTMENT COUNSEL, INC.?

JOHNSON INVESTMENT COUNSEL, INC. has approximately 151 employees and manages $18.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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