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Susan Michelle Jann

Goelzer Investment Management

Carmel, IN

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Current Employers
Goelzer Investment Management

10 East Main Street Suite 110, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-17
CO RA APPROVED 2024-10-15
CA RA APPROVED 2024-10-14
DE RA APPROVED 2016-08-11
NE RA APPROVED 2016-08-11
GA RA APPROVED 2016-07-27
OH RA APPROVED 2016-06-07
TX RA APPROVED 2016-06-07
IN RA APPROVED 2016-06-03
  • FL RA
    APPROVED
    Since 2025-02-17
  • CO RA
    APPROVED
    Since 2024-10-15
  • CA RA
    APPROVED
    Since 2024-10-14
  • DE RA
    APPROVED
    Since 2016-08-11
  • NE RA
    APPROVED
    Since 2016-08-11
  • GA RA
    APPROVED
    Since 2016-07-27
  • OH RA
    APPROVED
    Since 2016-06-07
  • TX RA
    APPROVED
    Since 2016-06-07
  • IN RA
    APPROVED
    Since 2016-06-03

Branch Locations

10 East Main Street Suite 110, Carmel, IN 46032 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Goelzer Investment Management, Inc. Indianapolis IN 05/2016 Present
  • 05/2016 → Present
    Goelzer Investment Management, Inc.
    Indianapolis, IN
Previous Registrations
  • 2012-08-09 → 2016-05-13
    Bmo Harris Financial Advisors, Inc.
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
  • 2006-06-26 → 2012-08-02
    Fifth Third Securities, Inc.
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-04-04
S63 Uniform Securities Agent State Law Examination 2001-11-28
  • S66 Uniform Combined State Law Examination
    2005-04-04
  • S63 Uniform Securities Agent State Law Examination
    2001-11-28
Designations
Other Names
  • Michelle Jann

View on SEC IAPD

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DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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