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Dean Paul Weseli

Goelzer Investment Management

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About Dean Paul Weseli

Dean Weseli is a financial advisor with Goelzer Investment Management in Indianapolis, IN. Dean is a Certified Financial Planner™ professional. Dean has been in the industry since 2004 and previously worked at Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Dean is registered with the state of Indiana as well as other states including: Delaware, Ohio, Texas and Washington. Dean is also in the process of becoming registered with the state of California and Colorado.

Firm Information

Dean Weseli 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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Dean Weseli’s Registration & Firm History

IN

07/23/2020 - Present

Goelzer Investment Management (INDIANAPOLIS IN)

IN

02/13/2009 - 09/18/2012

CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)

IN

09/17/2004 - 01/27/2009

FIDELITY BROKERAGE SERVICES LLC (INDIANAPOLIS IN)

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Licenses & Designations

BOTH

Issued 05/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dean Paul Weseli.
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