Scott
Breske
Goelzer Investment Management
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About this Advisor
Scott Breske is a financial advisor working in Indianapolis, Indiana, who has 1 year of industry experience. Breske currently works for Goelzer Investment Management. Breske has gained experience at Cambridge Investment Research, Inc, The Financial Resource Group, Oxford Financial Group, One America and Goelzer Investment Management, Inc. Breske maintains Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Indiana. Goelzer Investment Management is an advisory business based out of Indianapolis, IN. It controls $2 billion in assets under management between its 1,579 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 46 charitable organizations. Of its 1,579 customer accounts, 47% belong to high-net-worth clients who have more than $1 million in assets. The firm performs a number 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. Financial advisory fee schedules are based on which services the firm provides the client. Fees charged by Goelzer Investment Management most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goelzer Investment Management Brokerage Details
$2,360,180,745
37
1,579
$1,494,731
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
Scott Breske Work History
Scott has been registered as a financial advisor for 1 years.*
Goelzer Investment Management, Inc
One America
Oxford Financial Group
Cambridge Investment Research, Inc
The Financial Resource Group
*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 Scott Breske 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
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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