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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett McKamey is a financial advisor with Goelzer Investment Management and has been with the firm since 1997. Brett is also a Limited Partner with JC Evansville, LP based in Indianapolis. Brett has several designations including Chartered Financial Analyst and has a strong background in securities and financial advisory. Brett is licensed in Arizona, California, Georgia, Indiana, Nebraska, Ohio, and Texas. Brett specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Brett has experience working with high-net-worth individuals, corporations, state or municipal government entities, charitable organizations, and pension and profit sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio monitoring/consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IN
05/10/2002 - Present
Goelzer Investment Management (CARMEL IN)
IN
06/10/1998 - 06/23/2015
GOELZER INVESTMENT MANAGEMENT (INDIANAPOLIS IN)
IN
01/22/1990 - 09/24/1999
GOELZER INVESTMENT MANAGEMENT (INDIANAPOLIS IN)
NY
04/11/1988 - 10/11/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
07/22/1987 - 04/11/1988
E. F. HUTTON & COMPANY INC
BC
Issued 07/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/05/1990
Series 24 - General Securities Principal Examination
BC
Issued 06/23/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1987
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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