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 11 - 20 of 22 top financial advisors.
11
Brian Pyne, financial advisor Indianapolis IN
Brian J. Pyne
CRD#: 4563570
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Brian Pyne (CRD# 4563570) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 21 years of experience in the finance industry.

12
Gavin Stephens, financial advisor Indianapolis IN
Gavin W. Stephens
CRD#: 6370628
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Gavin Stephens (CRD# 6370628) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 9 years of experience in the finance industry.

13
Janet Sweet, financial advisor Indianapolis IN
Janet S. Sweet
CRD#: 2544454
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Janet Sweet (CRD# 2544454) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 28 years of experience in the finance industry.

14
Dean Weseli, financial advisor Indianapolis IN
Dean P. Weseli
CRD#: 4803131
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Dean Weseli (CRD# 4803131) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 19 years of experience in the finance industry.

15
Sherri Wilson, financial advisor Indianapolis IN
Sherri L. Wilson
CRD#: 5231161
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Sherri Wilson (CRD# 5231161) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 17 years of experience in the finance industry.

16
David Alexander, financial advisor Indianapolis IN
David S. Alexander
CRD#: 2969866
111 Monument Circle, Suite 500, Indianapolis, IN 46204

David Alexander (CRD# 2969866) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 26 years of experience in the finance industry.

17
Scott Breske, financial advisor Indianapolis IN
Scott M. Breske
CRD#: 5984129
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Scott Breske (CRD# 5984129) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 11 years of experience in the finance industry.

18
Lisa Cantu, financial advisor Indianapolis IN
Lisa Cantu
CRD#: 7803874
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Lisa Cantu (CRD# 7803874) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has 1 year of experience in the finance industry.

19
Brian Medlock, financial advisor Indianapolis IN
Brian D. Medlock
CRD#: 6431232
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Brian Medlock (CRD# 6431232) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has 1 year of experience in the finance industry.

20
Adrian Miller, financial advisor Indianapolis IN
Adrian O. Miller
CRD#: 4697897
111 Monument Circle, Suite 500, Indianapolis, IN 46204

Adrian Miller (CRD# 4697897) is an Investment Advisor Representative working at Goelzer Investment Management in Indianapolis, IN and has over 19 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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