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Inactive

Lisa Cantu

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 2023-09-13
  • IN RA
    APPROVED
    Since 2023-09-13

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 06/2023 Present
Marian University Indianapolis IN 01/2023 05/2023
Cuna Mutual Group Madison WI 06/2022 12/2022
Aurora Financial Strategies Indianapolis IN 08/2021 05/2022
Invex Banco San Pedro Garza Garcia 05/2021 07/2021
Marian University Indianapolis IN 08/2020 05/2021
Unemployed Indianapolis IN 05/2020 08/2020
Marian University Indianapolis IN 08/2019 05/2020
Unemployed San Pedro Garza Garcoa 05/2019 08/2019
Liceo De Monterrey San Pedro Garza Garcia 08/2013 05/2019
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-13
  • S65 Uniform Investment Adviser Law Examination
    2023-09-13

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

More in Carmel, IN

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