Merry
Kochersperger

Johnson Investment Counsel, Inc

CRD#4201768
Investment Advisor
in Dayton, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Merry Kochersperger is a financial advisor based in Dayton, Ohio, working with Johnson Investment Counsel, Inc. Merry has previously held positions at Johnson Investment Counsel, Inc, Riazzi Asset Management, and Matilda Jane Clothing. Merry is registered to provide services in Ohio and Texas. Currently, Merry is part of Johnson Investment Counsel, Inc, which operates out of Dayton, Ohio. The firm has 5 offices and 151 employees. The firm manages assets totaling $18.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Johnson Investment Counsel, Inc includes asset-based and fixed fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

40 North Main Street Suite 2110
Dayton, OH 45423

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Johnson Investment Counsel, Inc Brokerage Details

Total Assets Under Management

$18,609,057,968

OH Average: $2,106,341,625
Total Number of Employees

151

OH Average: 34
Total Number of Accounts

15,436

OH Average: 1,972
Average Account Size

$1,205,562

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Merry Kochersperger Work History

2019 - Present (5 years)

Johnson Investment Counsel, Inc

2019 - Present (5 years)

Johnson Investment Counsel, Inc

2008 - Present (16 years)

Matilda Jane Clothing

2008 - 2019 (11 years)

Riazzi Asset Management

Disclosures

Please visit the SEC profile of Merry Kochersperger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Johnson Investment Counsel, Inc

Gwendelyn Burke
Cincinnati, OH
Emma Kellerman
Cincinnati, OH
Andrew Kucia
Cincinnati, OH
Michael Prebles
Cincinnati, OH
Lia Reece
Cincinnati, OH
Daniel Gusty
Cincinnati, OH
Anthony Kure
Cincinnati, OH
Donald Ennis
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started