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Elaine Annette Beaty

Goelzer Investment Management

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About Elaine Annette Beaty

Elaine Annette Beaty is a financial advisor with Goelzer Investment Management, based in Indianapolis, IN. Elaine has been in the financial industry since 2011. Elaine previously worked at MORGAN STANLEY. Elaine has a Series 66, Series 7 and SIE license and has been registered with FINRA. Elaine is also registered in Indiana. Elaine specializes in financial planning, portfolio management for individuals and businesses and selection of other advisors. Elaine has over $3 billion in assets under management.

Firm Information

Elaine Beaty 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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Elaine Beaty’s Registration & Firm History

IN

01/18/2019 - Present

Goelzer Investment Management (INDIANAPOLIS IN)

IN

11/08/2011 - 01/08/2019

MORGAN STANLEY (INDIANAPOLIS IN)

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Licenses & Designations

BOTH

Issued 03/02/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elaine Annette Beaty.
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