Goelzer Investment Management Inc

Goelzer Investment Management, Inc. is an Indiana-based corporation registered with the U.S. Securities and Exchange Commission, serving two clients with a team of 27 employees in advisory roles. Holding an SEC-approved status since June 1998, the firm has a strong presence in the financial industry, offering expert investment management services to clients.

• BRETT DEAN MCKAMEY

  PRESIDENT AND COO owns more than 10% but less than 25%

• DEBRA ANN RYNERSON

  FINANCIAL OPERATIONS PRINCIPAL owns less than 5%

• GOELZER EMPLOYEE STOCK OWNERSHIP PLAN

  OWNER owns more than 5% but less than 10%

• GREGORY WILLIAM GOELZER

  CHAIRMAN AND CEO owns more than 10% but less than 25%

• JAMES ANDREW CONCANNON

  OWNER owns more than 5% but less than 10%

• JEFFREY ADAM BUSH

  CHIEF COMPLIANCE OFFICER owns less than 5%

• JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991

  OWNER owns more than 10% but less than 25%

• LISA GOELZER FREIHOFER

  OWNER owns more than 10% but less than 25%

• NEAL ANDREW SMITH

  OWNER owns more than 5% but less than 10%

• SANDRA KAY GOELZER

  OWNER owns more than 10% but less than 25%

• Castle Investment Advisory LLC
• LJI Wealth Management LLC
• Centerfield Management III Inc
• Trust Advisors LLC
• Wallington Asset Management LLC
• Oneamerica Securities Inc
• US Agriculture LLC
• Thurston Springer Miller HERD & Titak Inc
• Bedel Financial Consulting Inc
• Windsor Wealth Management Inc

• Analyzing Goelzer Investment Management, Inc.'s Q3 2022 vs. Q4 2022 13F Holdings Changes

• DBX ETF TR $22,502k
• Exxon Mobil Corp $17,908k
• Apple Inc $17,258k
• Chevron Corp $14,045k
• AT&T INC $13,431k
• ENBRIDGE INC $13,007k
• CISCO SYSTEMS INC $12,106k
• Bristol-Myers Squibb Co $10,039k
• INTL BUSINESS MCHN $9,826k
• HONEYWELL INTL INC $9,085k