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Scott Michael Breske

Goelzer Investment Management

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About Scott Michael Breske

Scott Breske is a registered Investment Advisor Representative with Goelzer Investment Management. Scott has been in the industry since 2012 and has passed the Series 66 and 65 exams. In addition to Goelzer, Scott has previously worked with Cambridge Investment Research, Inc., Oxford Financial Group, and One America. Scott specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Goelzer Investment Management has offices in Indianapolis, Indiana.

Firm Information

Scott Breske 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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Scott Breske’s Registration & Firm History

IN

05/18/2022 - Present

Goelzer Investment Management (INDIANAPOLIS IN)

IN

02/01/2012 - 12/17/2013

CAMBRIDGE INVESTMENT RESEARCH, INC. (MISHAWAKA IN)

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Licenses & Designations

IA

Issued 05/18/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 05/08/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/31/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Michael Breske.
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