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Janet Sue Sweet

Goelzer Investment Management

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About Janet Sue Sweet

Janet Sweet is a registered investment advisor representative with Goelzer Investment Management. Janet has been working in the financial services industry since 1995. Janet's career includes experience at Mutual Service Corporation and Janet Sweet Consulting. Janet is a Chartered Financial Analyst and holds the Series 7, 24, 63, and 65 licenses. Janet's practice specializes in portfolio management for individuals, businesses and pooled investment vehicles.

Firm Information

Janet Sweet 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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Janet Sweet’s Registration & Firm History

IN

01/29/2019 - Present

Goelzer Investment Management (CARMEL IN)

MA

11/16/1995 - 12/31/2003

MUTUAL SERVICE CORPORATION (BOSTON MA)

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Licenses & Designations

IA

Issued 11/12/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/11/1997

Series 24 - General Securities Principal Examination

BC

Issued 11/14/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Janet Sue Sweet.
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