Lisa Cantu

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

• 06/2023 → Present
  Goelzer Investment Management, Inc.
  Indianapolis, IN
• 01/2023 → 05/2023
  Marian University
  Indianapolis, IN
• 06/2022 → 12/2022
  Cuna Mutual Group
  Madison, WI
• 08/2021 → 05/2022
  Aurora Financial Strategies
  Indianapolis, IN
• 05/2021 → 07/2021
  Invex Banco
  San Pedro Garza Garcia
• 08/2020 → 05/2021
  Marian University
  Indianapolis, IN
• 05/2020 → 08/2020
  Unemployed
  Indianapolis, IN
• 08/2019 → 05/2020
  Marian University
  Indianapolis, IN
• 05/2019 → 08/2019
  Unemployed
  San Pedro Garza Garcoa
• 08/2013 → 05/2019
  Liceo De Monterrey
  San Pedro Garza Garcia

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-13