Craig
Maschmeyer

Goelzer Investment Management

CRD#6953627
Investment Advisor
in Indianapolis, IN

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About this Advisor

Craig Maschmeyer is a financial advisor based in Indianapolis, Indiana who has 2 years of industry experience. Maschmeyer is an advisor for Goelzer Investment Management. During their career, the advisor has held roles at H. J. Umbaugh And Associates, LLC, Umbaugh Cash Advisory Services, LLC, Indiana Department Of Environmental Management, High School And College Student, Ball State University, Baker Tilly Virchow Krause Llp, Baker Tilly Investment Services and Goelzer Investment Management. Maschmeyer maintains a Series 65 license, designating them as an investment advisor representative, and can operate in Indiana. Goelzer Investment Management is an advisory firm that has its headquarters in Indianapolis, IN. It handles $2 billion in assets among its 1,579 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 46 charitable organizations. Of its 1,579 customer accounts, 47% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm has a wide assortment 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 vary depending on which services are offered. However, fee types charged by Goelzer Investment Management most likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 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

Craig Maschmeyer Work History

Craig has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Goelzer Investment Management

2019 - Present (5 years)

Baker Tilly Virchow Krause Llp

2019 - 2020 (1 year)

Baker Tilly Investment Services

2018 - 2019 (1 year)

Umbaugh Cash Advisory Services, LLC

2017 - 2018 (1 year)

H. J. Umbaugh And Associates, LLC

2015 - 2015 (< 1 year)

Indiana Department Of Environmental Management

2015 - 2017 (2 years)

Ball State University

2008 - 2015 (7 years)

High School And College Student

*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 Craig Maschmeyer 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

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