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Brett Alan Stehl

Goelzer Investment Management

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About Brett Alan Stehl

Brett Stehl is an investment advisor representative at Goelzer Investment Management. Brett has been in the industry since 2007 and has a Series 7, Series 31, and Series 66 license. Brett is also a Chartered Financial Analyst. Prior to joining Goelzer Investment Management, Brett worked at Benjamin F. Edwards & Company, Inc., and Morgan Stanley & Co., Incorporated.

Firm Information

Brett Stehl is currently registered with Goelzer Investment Management. 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Brett Stehl’s Registration & Firm History

IN

02/16/2023 - Present

Goelzer Investment Management (INDIANAPOLIS IN)

MO

02/05/2013 - 03/16/2018

BENJAMIN F. EDWARDS & COMPANY, INC. (ST. LOUIS MO)

IL

12/14/2007 - 01/07/2008

MORGAN STANLEY & CO., INCORPORATED (SHILOH IL)

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Licenses & Designations

BOTH

Issued 02/23/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2013

Series 7 - General Securities Representative Examination

BC

Issued 11/30/2007

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Brett Alan Stehl. Review regulatory record here.
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