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Inactive

Philip Andrew Kojich

Goelzer Investment Management

Carmel, IN

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Current Employers
Goelzer Investment Management

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-05-12
  • IN RA
    APPROVED
    Since 2026-05-12

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
Vanguard Scottsdale AZ 05/2013 07/2019
American Funds Carmel IN 08/2019 04/2020
American Funds Carmel IN 04/2020 01/2021
American Funds Carmel IN 01/2021 11/2021
American Funds Carmel IN 11/2021 01/2024
Capital Group / Capital Client Group, Inc. Carmel IN 01/2024 03/2025
Capital Client Group, Inc. Carmel IN 03/2025 05/2026
Goelzer Investment Management, Inc. Carmel IN 05/2026 Present
  • 05/2013 → 07/2019
    Vanguard
    Scottsdale, AZ
  • 08/2019 → 04/2020
    American Funds
    Carmel, IN
  • 04/2020 → 01/2021
    American Funds
    Carmel, IN
  • 01/2021 → 11/2021
    American Funds
    Carmel, IN
  • 11/2021 → 01/2024
    American Funds
    Carmel, IN
  • 01/2024 → 03/2025
    Capital Group / Capital Client Group, Inc.
    Carmel, IN
  • 03/2025 → 05/2026
    Capital Client Group, Inc.
    Carmel, IN
  • 05/2026 → Present
    Goelzer Investment Management, Inc.
    Carmel, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-17
S66 Uniform Combined State Law Examination 2010-04-26
  • S65 Uniform Investment Adviser Law Examination
    2019-10-17
  • S66 Uniform Combined State Law Examination
    2010-04-26

View on SEC IAPD

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Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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