Goelzer Investment Management

Goelzer Investment Management (CRD# 44402) is a financial advisory firm headquartered in Indianapolis, IN. They manage $3,159,426,779 in 1,690 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
111 Monument Circle, Suite 500, Indianapolis, IN 46204
http://www.goelzerinc.com
By the Numbers
  • Total Assets Under Management
    3,159
    MILLION
  • Total Number of Accounts
    1,690
    ACCOUNTS
  • Average Account Value
    $1,869,483
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DE, FL, GA, IN, NE, NJ, NY, OH, TN, TX, WA

Financial Advisors at Goelzer Investment Management
Showing 1 - 10 of 22 top financial advisors.
1
Elaine Beaty, financial advisor Indianapolis IN
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 12 years of experience in the finance industry.

2
Jeffrey Borgert, financial advisor Indianapolis IN
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 26 years of experience in the finance industry.

3
Jeffrey Bush, financial advisor Indianapolis IN
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 10 years of experience in the finance industry.

4
James Concannon, financial advisor Indianapolis IN
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 31 years of experience in the finance industry.

5
Kory Fay, financial advisor Indianapolis IN
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 8 years of experience in the finance industry.

6
Gregory Goelzer, financial advisor Indianapolis IN
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 39 years of experience in the finance industry.

7
Donald Hutchinson, financial advisor Indianapolis IN
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 29 years of experience in the finance industry.

8
Susan Jann, financial advisor Indianapolis IN
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 22 years of experience in the finance industry.

9
Craig Maschmeyer, financial advisor Indianapolis IN
Craig A. Maschmeyer
CRD#: 6953627
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Craig Maschmeyer (CRD# 6953627) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 5 years of experience in the finance industry.

10
Brett McKamey, financial advisor Indianapolis IN
Brett D. McKamey
CRD#: 1706545
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Brett McKamey (CRD# 1706545) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 36 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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