![Daniel Gusty, financial advisor Cincinnati OH](/img/ws/profile-blank-sq.png)
Daniel Gusty (CRD# 5649916) is an Investment Advisor Representative working at Johnson Investment Counsel, Inc. in Cincinnati, OH and has over 13 years of experience in the finance industry. Daniel Gusty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
![Gregory Achten, financial advisor Cincinnati OH](/img/ws/profile-blank-sq.png)
CRD# 2076400
Ubs Financial Services Inc.
![Joanna Adams, financial advisor Cincinnati OH](/img/ws/profile-blank-sq.png)
CRD# 6251091
Northwestern Mutual Investment Services,llc
![John Adams, financial advisor Cincinnati OH](/img/ws/profile-blank-sq.png)
CRD# 1283765
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Johnson Investment Counsel, Inc. | Cincinnati, OH | Apr 2016 - Current | 8 |
Pnc Investments | Dayton, OH | Jan 2014 - Apr 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2010 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- OH
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Total Assets Under Management18,609MILLIONS
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Total Number of Accounts15,436ACCOUNTS
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Average Account Value$1,205,562
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
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