Austin CritesCRD Number: 5279417
Current Firm: Goelzer Investment Management
Austin Crites (CRD# 5279417) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 9 years of experience in the finance industry.
Halter Ferguson Financial Inc.
I4 Advisors LLC
Halter Ferguson Financial Inc.
|Goelzer Investment Management, Inc.||Indianapolis, IN||Sep 2015 - Current||2|
|Cfd Investments Inc.||Kokomo, IN||Mar 2011 - Current||6|
|Creative Financial Designs||Kokomo, IN||Mar 2011 - Sep 2015||4|
|Massmutual Life Insurance Company||Indianapolis, IN||May 2010 - Mar 2011||< 1|
|Mml Investor Services Inc.||Indianapolis, IN||May 2010 - Mar 2011||< 1|
|Ups||Indianapolis, IN||Nov 2010 - Nov 2010||< 1|
|Edward Jones||St Louis, MO||Aug 2008 - Jun 2010||1|
|Starbucks Coffee Company||Indianapolis, IN||May 2006 - Aug 2008||2|
|Marian College||Indianapolis, IN||Jun 2004 - Aug 2008||4|
|Stifel, Nicolaus & Company Incorporated||Indianapolis, IN||Jan 2007 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management1,272MILLIONS
Total Number of Accounts1,048ACCOUNTS
Average Account Value$1,213,961
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, DE, FL, GA, IN, MD, MI, NE, NJ, NY, OH, SC, TN, TX, WI
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