Goelzer Investment Management

Goelzer Investment Management (CRD# 44402) is a financial advisory firm headquartered in Indianapolis, IN. They manage $1,272,231,067 in 1,048 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,272
    MILLION
  • Total Number of Accounts
    1,048
    ACCOUNTS
  • Average Account Value
    $1,213,961
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, WI

Financial Advisors at Goelzer Investment Management
Showing 1 - 10 of 18 top financial advisors.
1
James A. Concannon
CRD#: 1722214
111 Monument Circle, Suite 500, Indianapolis, IN 46204
96
Wealthminder
score

James Concannon (CRD# 1722214) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 24 years of experience in the finance industry.

2
Brian J. Pyne
CRD#: 4563570
111 Monument Circle, Suite 500, Indianapolis, IN 46204
96
Wealthminder
score

Brian Pyne (CRD# 4563570) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 14 years of experience in the finance industry.

3
George P. Wild
CRD#: 839884
111 Monument Circle, Suite 500, Indianapolis, IN 46204
96
Wealthminder
score

George Wild (CRD# 839884) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 8 years of experience in the finance industry.

4
Tracy A. Colson
CRD#: 2323158
111 Monument Circle, Suite 500, Indianapolis, IN 46204
93
Wealthminder
score

Tracy Colson (CRD# 2323158) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 19 years of experience in the finance industry.

5
Austin J. Crites
CRD#: 5279417
111 Monument Circle, Suite 500, Indianapolis, IN 46204
93
Wealthminder
score

Austin Crites (CRD# 5279417) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 8 years of experience in the finance industry.

6
Walter C. Gross
CRD#: 2242435
111 Monument Circle, Suite 502, Indianapolis, IN 46204
93
Wealthminder
score

Walter Gross (CRD# 2242435) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 24 years of experience in the finance industry.

7
Donald J. Hutchinson
CRD#: 2534914
111 Monument Circle, Suite 500, Indianapolis, IN 46204
93
Wealthminder
score

Donald Hutchinson (CRD# 2534914) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 22 years of experience in the finance industry.

8
Max D. Kime
CRD#: 836724
111 Monument Circle, Suite 500, Indianapolis, IN 46204
93
Wealthminder
score

Max Kime (CRD# 836724) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 6 years of experience in the finance industry.

9
Donald C. Schultheis
CRD#: 1880803
111 Monument Circle, Suite 500, Indianapolis, IN 46204
93
Wealthminder
score

Donald Schultheis (CRD# 1880803) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 28 years of experience in the finance industry.

10
Douglas M. Wade
CRD#: 456139
111 Monument Circle, Suite 500, Indianapolis, IN 46204
93
Wealthminder
score

Douglas Wade (CRD# 456139) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 31 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.