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Kory Joseph Fay

Goelzer Investment Management

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About Kory Joseph Fay

Kory Joseph Fay is an Investment Advisor Representative with Goelzer Investment Management. Kory Fay is licensed in Indiana and has been in the industry since May 2015. Kory Fay has a Series 65 license and is a Certified Financial Planner. Kory Fay is currently licensed as an insurance agent but is not actively seeking additional business in this area. Prior to joining Goelzer Investment Management, Kory Fay has worked with EDU. Financial Strategies, LLC, Lutheran Bible Translators, EDU. Wealth Advisors LLC, Preservation Wealth Advisors LLC, and Change Path LLC. Kory Fay specializes in providing financial planning services to individuals, high-net-worth individuals, corporations, businesses, pension and profit sharing plans, insurance companies, charitable organizations, and state or municipal government entities. Kory Fay's firm, Goelzer Investment Management, is located in Indianapolis, IN.

Firm Information

Kory Fay 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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Kory Fay’s Registration & Firm History

IN

08/14/2019 - Present

Goelzer Investment Management (CARMEL IN)

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Licenses & Designations

IA

Issued 10/20/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kory Joseph Fay.
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