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Adrian Oden Miller

Goelzer Investment Management

Carmel, IN

CRD 4697897

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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
FL RA APPROVED 2025-06-16
MA RA APPROVED 2025-04-17
IN RA APPROVED 2021-11-02
  • FL RA
    APPROVED
    Since 2025-06-16
  • MA RA
    APPROVED
    Since 2025-04-17
  • IN RA
    APPROVED
    Since 2021-11-02

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
Wells Fargo Private Bank Indianapolis IN 08/2011 08/2021
Goelzer Investment Management, Inc. Indianapolis IN 08/2021 Present
  • 08/2011 → 08/2021
    Wells Fargo Private Bank
    Indianapolis, IN
  • 08/2021 → Present
    Goelzer Investment Management, Inc.
    Indianapolis, IN
Previous Registrations
  • 2004-07-14 → 2005-05-18
    Wells Fargo Investments, Llc
    South Bend, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-09
  • S66 Uniform Combined State Law Examination
    2004-07-09
Designations
  • Chartered Financial Analyst
Other Names
  • Odell Miller Adrian

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

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