Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Jann is a financial advisor with Goelzer Investment Management. Susan has been in the industry since 2001 and has experience working with individuals, high-net-worth individuals, corporations, insurance companies, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Susan is a Certified Financial Planner and holds the Series 6, 7, and 66 licenses. Susan Jann is also registered with the following states: California, Delaware, Georgia, Indiana, Nebraska, New Jersey, Ohio, and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio monitoring/consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IN
06/07/2016 - Present
Goelzer Investment Management (INDIANAPOLIS IN)
IN
08/09/2012 - 05/13/2016
BMO HARRIS FINANCIAL ADVISORS, INC. (INDIANAPOLIS IN)
IN
11/20/2001 - 08/02/2012
FIFTH THIRD SECURITIES, INC. (INDIANAPOLIS IN)
BOTH
Issued 04/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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