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Brian Dale Medlock

Goelzer Investment Management

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About Brian Dale Medlock

Brian Dale Medlock is an investment advisor representative at Goelzer Investment Management. Brian has been in the industry since 2015 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Brian is also registered as an Investment Advisor in Indiana. Goelzer Investment Management is a firm that specializes in providing financial planning and portfolio management services. The firm is headquartered in Indianapolis, Indiana and has been in business for over 20 years. Goelzer Investment Management is committed to providing its clients with personalized financial advice and investment strategies that are designed to meet their individual needs and goals.

Firm Information

Brian Medlock 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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Brian Medlock’s Registration & Firm History

IN

08/12/2023 - Present

Goelzer Investment Management (INDIANAPOLIS IN)

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Licenses & Designations

IA

Issued 08/12/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Dale Medlock.
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