Brian
Pyne

Goelzer Investment Management

CRD#4563570
Investment Advisor
in Indianapolis, IN

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About this Advisor

Brian Pyne is a certified financial planner and chartered financial analyst based out of Indianapolis, Indiana who has 11 years of industry experience. Pyne is currently employed by Goelzer Investment Management. They have spent their whole employment at Goelzer Investment Management. Pyne holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Arizona, California, Colorado, Florida, Georgia, Indiana, Nebraska, New Jersey, Ohio, Texas and Wisconsin. Goelzer Investment Management is a financial advisory company that has its headquarters in Indianapolis, IN. It handles $2 billion in assets under management among its 1,579 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 46 charitable organizations. Of its 1,579 customer accounts, 47% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees billed by Goelzer Investment Management most likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

111 Monument Circle, Suite 500
Indianapolis, IN 46204-2990

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Goelzer Investment Management Brokerage Details

Total Assets Under Management

$2,360,180,745

IN Average: $1,347,246,178
Total Number of Employees

37

IN Average: 46
Total Number of Accounts

1,579

IN Average: 1,775
Average Account Size

$1,494,731

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Brian Pyne Work History

Brian has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Goelzer Investment Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Pyne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Goelzer Investment Management

Dean Weseli
Indianapolis, IN
Jeffrey Bush
Indianapolis, IN
Patrick Martinak
Indianapolis, IN
Brett Stehl
Indianapolis, IN
Susan Jann
Indianapolis, IN
Brian Pyne
Indianapolis, IN
Adrian Miller
Indianapolis, IN
Elaine Beaty
Indianapolis, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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