Unclaimed Profile

George Posey Wild

GOELZER INVESTMENT MANAGEMENT, INC.·INDIANAPOLIS, Indiana

SIE, Series 7, Series 63Clean record26 years registeredGOELZER INVESTMENT MANAGEMENT, INC.

111 MONUMENT CIRCLE, SUITE 500, INDIANAPOLIS, IN 46204-2990CRD# 839884Firm CRD# 44402

Profile Verification

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

Identity

George Posey Wild · INDIANAPOLIS, IN

Registration

CRD #839884 · GOELZER INVESTMENT MANAGEMENT, INC. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GOELZER INVESTMENT MANAGEMENT, INC.

GOELZER INVESTMENT MANAGEMENT

Dec 2009 – Jan 2024

INDIANAPOLIS, IN

J.P.MORGAN SECURITIES INC.

Oct 2008 – Nov 2009

INDIANAPOLIS, IN

J. P. MORGAN SECURITIES INC.

Jun 2008 – Oct 2008

INDIANAPOLIS, IN

JPMORGAN FLEMING ASSET MANAGEMENT

Jun 2004 – Jan 2005

INDIANAPOLIS, IN

FIFTH THIRD INVESTMENT ADVISORS, INC.

Dec 1999 – Dec 2003

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · December 7, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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

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Frequently Asked Questions

What services does George Posey Wild offer?

George Posey Wild specializes in Financial Planning, Investment Management, Wealth Management.

What are George Posey Wild's credentials?

George Posey Wild is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Posey Wild located?

George Posey Wild is based in INDIANAPOLIS, Indiana, last registered with GOELZER INVESTMENT MANAGEMENT, INC..

How does George Posey Wild charge for services?

George Posey Wild'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.

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