GOELZER INVESTMENT MANAGEMENT, INC.

GOELZER INVESTMENT MANAGEMENT
CARMEL, Indiana·12 registered advisors·CRD# 44402
SEC# 801-555880317-264-2600
01

Firm Overview

AUM
$3.2B
Regulatory assets under management
Employees
36
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at GOELZER INVESTMENT MANAGEMENT, INC.

12 registered advisors
Brett Dean Mckamey
CARMEL, Indiana
Brian Joseph Pyne
CARMEL, Indiana
Christopher Anthony Ryker
INDIANAPOLIS, Indiana
Debra Ann Rynerson
INDIANAPOLIS, Indiana
Donald Joseph Hutchinson
CARMEL, Indiana
Don William Goelzer
INDIANAPOLIS, Indiana
Gavin Wayne Stephens
CARMEL, Indiana
George Posey Wild
INDIANAPOLIS, Indiana
Gregory William Goelzer
CARMEL, Indiana
James Andrew Concannon
CARMEL, Indiana
Jeffrey Adam Bush
INDIANAPOLIS, Indiana
Neal Andrew Smith
INDIANAPOLIS, Indiana
05

Office Locations

CARMEL, Indiana
6 advisors
INDIANAPOLIS, Indiana
6 advisors

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Data sourced from SEC Form ADV filings. GOELZER INVESTMENT MANAGEMENT, INC. (CRD# 44402) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.