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Brett Dean Mckamey

Goelzer Investment Management
26 Years of Experience
2 Disclosures
View SEC Summary
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 (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2005
Settled
Customer Dispute
August 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brett is a limited partner in JC Evansville, LP since 2008, requiring minimal time. He also serves as a director for Booth Tarkenton Civic Theatre and Indiana Landmarks, and as a Life Trustee for the Nature Conservancy.

Employment History
Current Registrations
Goelzer Investment Management
January 1999 - Present · 27 yrs 1 mo
State Registrations7 states
AZCAGAINNEOHTX
Advisor
Exams
No exam information available for this advisor.