Unclaimed Profile

Don William Goelzer

GOELZER INVESTMENT MANAGEMENT, INC.·INDIANAPOLIS, Indiana

27 years registeredGOELZER INVESTMENT MANAGEMENT, INC.

111 MONUMENT CIRCLE, SUITE 500, INDIANAPOLIS, IN 46204-2990CRD# 223579Firm CRD# 44402

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Don William Goelzer · INDIANAPOLIS, IN

Registration

CRD #223579 · GOELZER INVESTMENT MANAGEMENT, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GOELZER INVESTMENT MANAGEMENT, INC.

GOELZER INVESTMENT MANAGEMENT

Jan 1999 – Jun 2010

INDIANAPOLIS, IN

Registrations & Exams

Registration record

First registered · January 19, 1999

Years registered · 27

Disclosure History

1992Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GOELZER INVESTMENT MANAGEMENT, INC.

CRD 44402 · SEC 801-55588

AUM

$3.2B

Regulatory assets under management

Employees

1,690 client accounts

Services offered by GOELZER INVESTMENT MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GOELZER INVESTMENT MANAGEMENT, INC. →

Introduction

Speak with Don William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Don William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in INDIANAPOLIS?

Browse all registered financial advisors in INDIANAPOLIS, Indiana or claim this profile if it's yours.

Browse INDIANAPOLIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Don William Goelzer offer?

Don William Goelzer specializes in Financial Planning, Investment Management, Wealth Management.

What are Don William Goelzer's credentials?

Don William Goelzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Don William Goelzer located?

Don William Goelzer is based in INDIANAPOLIS, Indiana, last registered with GOELZER INVESTMENT MANAGEMENT, INC..

How does Don William Goelzer charge for services?

Don William Goelzer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOELZER INVESTMENT MANAGEMENT, INC.?

GOELZER INVESTMENT MANAGEMENT, INC. has approximately 36 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →