1. Wealthminder
  2. Cincinnati, OH
Matthew Yung, financial advisor Cincinnati OH

Matthew Yung

CRD Number: 5288626
Current Firm: Johnson Investment Counsel, Inc.

Matthew Yung (CRD# 5288626) is an Investment Advisor Representative working at Johnson Investment Counsel, Inc. in Cincinnati, OH and has 1 year of experience in the finance industry. Matthew Yung 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.

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Professional Designations
Company Name Location Dates Years
Johnson Investment Counsel, Inc. Cincinnati, OH Aug 2007 - Current 13

Matthew Yung has no recent exams reported.
Contact Info for Matthew J. Yung
By the Numbers
  • Total Assets Under Management
    13,118
    MILLIONS
  • Total Number of Accounts
    11,325
    ACCOUNTS
  • Average Account Value
    $1,158,319
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, DC, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV

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