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10 East Main Street Suite 110, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-10 |
Branch Locations
10 East Main Street Suite 110, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Plan Advisors, Llc. | Chicago | IL | 09/2017 | 08/2022 |
| Bmo Harris Bank | Chicago | IL | 12/2012 | 08/2017 |
| National Bank Of Indianapolis | Indianapolis | IN | 09/2022 | 06/2025 |
| Goelzer Investment Management, Inc. | Carmel | IN | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-04-05 |
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