Cheryl
Ackerman
Goelzer Investment Management
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About this Advisor
Cheryl Ackerman is a financial advisor based in Indianapolis, Indiana, working with Goelzer Investment Management. Cheryl has previously held positions at the International School Of Indiana, Rgp, Proteus, LLC, and Goelzer Investment Management, Inc. Cheryl has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Cheryl is part of Goelzer Investment Management, which operates out of Indianapolis, Indiana. The firm has 36 employees and manages assets totaling $3.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Goelzer Investment Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Goelzer Investment Management Brokerage Details
$3,159,426,779
36
1,690
$1,869,483
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
Cheryl Ackerman Work History
Goelzer Investment Management, Inc
Proteus, LLC
Rgp
International School Of Indiana
Disclosures
Please visit the SEC profile of Cheryl Ackerman 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
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
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