Goelzer Investment Management

Goelzer Investment Management (CRD# 44402) is a financial advisory firm headquartered in Indianapolis, IN. They manage $1,384,860,825 in 1,080 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,385
    MILLION
  • Total Number of Accounts
    1,080
    ACCOUNTS
  • Average Account Value
    $1,282,279
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
  • 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 19 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 25 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 15 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 9 years of experience in the finance industry.

4
Jeffrey J. Borgert
CRD#: 2996877
111 Monument Circle, Suite 500, Indianapolis, IN 46204
93
Wealthminder
score

Jeffrey Borgert (CRD# 2996877) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 20 years of experience in the finance industry.

5
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 20 years of experience in the finance industry.

6
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 9 years of experience in the finance industry.

7
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 25 years of experience in the finance industry.

8
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 23 years of experience in the finance industry.

9
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 8 years of experience in the finance industry.

10
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 29 years of experience in the finance industry.

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