linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Goelzer Investment Management

Headquartered in INDIANAPOLIS, IN

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Goelzer Investment Management is a corporation based in INDIANAPOLIS, IN. Founded in 1997, the firm provides portfolio management, financial planning, and selection of other advisers to a variety of clients, including individuals, corporations, charitable organizations, and state and municipal governments.

Goelzer Investment Management

111 MONUMENT CIRCLE, SUITE 500

INDIANAPOLIS, IN 46204-2990

$3.16B

Assets Under Management

9

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio monitoring/consulting

Portfolio monitoring/consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

GOELZER INVESTMENT MANAGEMENT has a total of 2 branch locations across the country.
location

CARMEL, IN

location

INDIANAPOLIS, IN

Advisors at Goelzer Investment Management

View All 21 Advisors
Unclaimed
Scott Michael Breske

RA

INDIANAPOLIS, IN

View Profile
Unclaimed
Lisa Cantu

RA

INDIANAPOLIS, IN

View Profile
Unclaimed
Dean Paul Weseli

CFP®, RA

INDIANAPOLIS, IN

View Profile
Unclaimed
Gavin Wayne Stephens

CFA®, RA

INDIANAPOLIS, IN

View Profile
Unclaimed
Donald Joseph Hutchinson

RA

INDIANAPOLIS, IN

View Profile
Unclaimed
Brett Alan Stehl

CFA®, RA

INDIANAPOLIS, IN

View Profile
Unclaimed
Sara Jane Omohundro

CFA®, RA

View Profile
Unclaimed
David Scott Alexander

CFP®, CFC®, RA

INDIANAPOLIS, IN

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Goelzer Investment Management is right for you?

Disclosures

There are 2 public disclosures for Goelzer Investment Management. Review regulatory record here.

Frequently Asked Questions (11)

Not sure if Goelzer Investment Management is right for you?