Susan
Jann

Goelzer Investment Management

CRD#4470838
Investment Advisor
in Indianapolis, IN

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About this Advisor

Susan Jann is a financial advisor based in Indianapolis, Indiana, working with Goelzer Investment Management. Susan has previously held positions at Bmoharris Financial Advisors and Goelzer Investment Management, Inc. Susan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Delaware, Georgia, Indiana, Nebraska, New Jersey, Ohio, and Texas. Currently, Susan 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

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

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

$3,159,426,779

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

36

IN Average: 46
Total Number of Accounts

1,690

IN Average: 1,775
Average Account Size

$1,869,483

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

Susan Jann Work History

2016 - Present (8 years)

Goelzer Investment Management, Inc

2012 - 2016 (4 years)

Bmoharris Financial Advisors

Disclosures

Please visit the SEC profile of Susan Jann 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
Gavin Stephens
Indianapolis, IN
Brian Medlock
Indianapolis, IN
Scott Breske
Indianapolis, IN
Janet Sweet
Indianapolis, IN
Nicholas Estey
Indianapolis, IN
Lisa Cantu
Indianapolis, IN
Susan Jann
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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