James
Concannon

Goelzer Investment Management

CRD#1722214
Investment Advisor
in Indianapolis, IN

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About this Advisor

James Concannon is a certified financial planner and chartered financial analyst who works in Indianapolis, Indiana who has 18 years of relevant experience. Concannon currently works for Goelzer Investment Management. They have spent the entirety of their career at Goelzer Investment Management. Concannon maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona, California, Colorado, Delaware, Florida, Georgia, Indiana, Michigan, Nebraska, New Jersey, Ohio, South Carolina, Texas and Wisconsin. Goelzer Investment Management is a business that has its headquarters in Indianapolis, IN. It oversees $2 billion in assets between its 1,579 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 46 charities and foundations. Of its 1,579 customer accounts, 47% are associated with high-net-worth investors who have at least $1 million in investable assets. The business offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees usually are based on which services the firm provides the client. Fee types billed by Goelzer Investment Management likely consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

18 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

James Concannon Work History

James has been registered as a financial advisor for 18 years.*

2005 - Present (19 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 James Concannon 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

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