Kory Joseph Fay

CFP

Goelzer Investment Management

9 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth

Goelzer Investment Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

877 clients

Average Client Portfolio

$4.4M average

Assets Under Management

$3.8B

Fee Structure

Minimum Investment:$1M

Location

10 East Main Street, Suite 110, Carmel, IN, 46032

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History

Regulatory History (1)

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Regulatory

January 2022

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Kory is a currently licensed insurance agent but is not actively seeking additional business.

Employment History

Current Registrations

Goelzer Investment Management

August 2019 - Present · 6 yrs 6 mos

Previous Registrations

Change Path LLC

November 2018 - August 2019 · 9 mos

Edu Wealth Advisors LLC

January 2018 - November 2018 · 10 mos

Preservation Wealth Advisors LLC

September 2016 - December 2017 · 1 yr 3 mos

Edu Wealth Advisors LLC

December 2015 - December 2017 · 2 yrs

State Registrations2 states

INTX

Advisor

Exams

No exam information available for this advisor.