Goelzer Investment Management

Goelzer Investment Management (CRD# 44402) is a financial advisory firm headquartered in Indianapolis, IN. They manage $1,884,917,624 in 1,288 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,885
    MILLION
  • Total Number of Accounts
    1,288
    ACCOUNTS
  • Average Account Value
    $1,463,445
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DE, FL, GA, IN, MD, MI, NE, NJ, NY, OH, SC, TN, TX, WA, WI

Financial Advisors at Goelzer Investment Management
Showing 1 - 10 of 19 top financial advisors.
1
Elaine A. Beaty
CRD#: 5968990
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Elaine Beaty (CRD# 5968990) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 8 years of experience in the finance industry.

2
Jeffrey J. Borgert
CRD#: 2996877
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Jeffrey Borgert (CRD# 2996877) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 22 years of experience in the finance industry.

3
Jeffrey A. Bush
CRD#: 6157908
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Jeffrey Bush (CRD# 6157908) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 7 years of experience in the finance industry.

4
Tracy A. Colson
CRD#: 2323158
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Tracy Colson (CRD# 2323158) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 23 years of experience in the finance industry.

5
James A. Concannon
CRD#: 1722214
111 Monument Circle, Suite 500, Indianapolis, IN 46204

James Concannon (CRD# 1722214) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 28 years of experience in the finance industry. James Concannon 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.

6
Kory J. Fay
CRD#: 6595123
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Kory Fay (CRD# 6595123) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 5 years of experience in the finance industry. Kory Fay 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.

7
Gregory W. Goelzer
CRD#: 1040238
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Gregory Goelzer (CRD# 1040238) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 36 years of experience in the finance industry.

8
Donald J. Hutchinson
CRD#: 2534914
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Donald Hutchinson (CRD# 2534914) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 26 years of experience in the finance industry.

9
Susan M. Jann
CRD#: 4470838
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Susan Jann (CRD# 4470838) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 18 years of experience in the finance industry. Susan Jann 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.

10
Thomas F. Maurath
CRD#: 4371055
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Thomas Maurath (CRD# 4371055) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has 1 year of experience in the finance industry.

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