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 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
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.

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 9 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 25 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 23 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 7 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 29 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 32 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.