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Kip Barry Robbins

Goelzer Investment Management

Carmel, IN

CRD 4511971

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Employer firm

Goelzer Investment Management CRD 44402

$4.51B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Goelzer Investment Management

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-07-10
  • IN RA
    APPROVED
    Since 2025-07-10

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2017 → 08/2022
    Retirement Plan Advisors, Llc.
    Chicago, IL
  • 12/2012 → 08/2017
    Bmo Harris Bank
    Chicago, IL
  • 09/2022 → 06/2025
    National Bank Of Indianapolis
    Indianapolis, IN
  • 06/2025 → Present
    Goelzer Investment Management, Inc.
    Carmel, IN
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-04-05
  • S63 Uniform Securities Agent State Law Examination
    2002-04-05
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.

Nearby Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN

More in Carmel, IN

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