Kory Joseph Fay

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 08/2019
  Edu. Financial Strategies, Llc
  Indianapolis, IN
• 12/2015 → 11/2018
  Edu. Wealth Advisors Llc
  Indianapolis, IN
• 09/2016 → 12/2017
  Preservation Wealth Advisors Llc
  Indianapolis, IN
• 11/2018 → 08/2019
  Change Path Llc
  Leawood, KS
• 08/2019 → Present
  Goelzer Investment Management, Inc.
  Indianapolis, IN

Previous Registrations

• 2018-11-27 → 2019-08-09
  Creativeone Wealth, Llc
  Indianapolis, IN
  Overland Park, KS
• 2018-01-16 → 2018-11-27
  Edu Wealth Advisors Llc
  Indianapolis, IN
• 2015-12-18 → 2017-12-31
  Edu Wealth Advisors Llc
  Indianapolis, IN
• 2016-09-07 → 2017-12-31
  Preservation Wealth Advisors Llc
  Indianapolis, IN

Other Businesses

Currently licensed insurance agent but not actively seeking additional business

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-20

Designations

• Certified Financial Planner