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Sara Jane Omohundro

Goelzer Investment Management

Carmel, IN

CRD 8008739

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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 2024-11-15
  • IN RA
    APPROVED
    Since 2024-11-15

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
Goelzer Investment Management, Inc. Indianapolis IN 10/2024 Present
Elevate Ventures Indianapolis IN 02/2022 07/2024
Indiana Public Retirement System Indianapolis IN 05/2016 02/2022
Unemployed Carmel IN 08/2024 10/2024
  • 10/2024 → Present
    Goelzer Investment Management, Inc.
    Indianapolis, IN
  • 02/2022 → 07/2024
    Elevate Ventures
    Indianapolis, IN
  • 05/2016 → 02/2022
    Indiana Public Retirement System
    Indianapolis, IN
  • 08/2024 → 10/2024
    Unemployed
    Carmel, IN
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

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