Gregory William Goelzer

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

Authority	Category	Status	Date
IN	RA	APPROVED	2024-12-09

IN RA
APPROVED

Since 2024-12-09

Branch Locations

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

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Goelzer Investment Management, Inc.	Indianapolis	IN	11/1997	Present

11/1997 → Present

Goelzer Investment Management, Inc.

Indianapolis, IN

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1984-07-18

S63 Uniform Securities Agent State Law Examination

1984-07-18

View on SEC IAPD

Employer firm

Current Employers

Goelzer Investment Management

Disclosures

Employment History

Exams

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