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Denny Bob Johnson

Carnegie Investment Counsel

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About Denny Bob Johnson

Denny Bob Johnson is a financial advisor with Carnegie Investment Counsel, located in Pepper Pike, OH. Denny has been in the industry for more than 13 years, specializing in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Denny holds a Series 7, Series 65 and SIE license. Denny provides financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Denny Johnson is currently registered with Carnegie Investment Counsel. Carnegie Investment Counsel is an investment advisor based in PEPPER PIKE, OH, United States. The firm provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They manage approximately $4,519,647,788 in regulatory assets under management for 7,293 total client accounts.
Carnegie Investment Counsel

30300 CHAGRIN BOULEVARD

PEPPER PIKE, OH 44124

$4.52B

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Denny Johnson’s Registration & Firm History

OH

01/02/2024 - Present

Carnegie Investment Counsel (PEPPER PIKE OH)

OH

06/24/2020 - 05/05/2022

KESTRA INVESTMENT SERVICES, LLC (AVON OH)

OH

03/12/2019 - 04/08/2019

FORESTERS FINANCIAL SERVICES, INC. (INDEPENDENCE OH)

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Licenses & Designations

IA

Issued 11/29/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/09/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/12/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Denny Bob Johnson.
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