TrueAdvisor
TrueAdvisor
JC
CFA · CFP
JC
CFA · CFP

James Andrew Concannon

Goelzer Investment Management
23 Years of Experience
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
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Goelzer Investment Management
April 2005 - Present · 20 yrs 10 mos
Previous Registrations
Banc One Securities Corporation
December 2001 - April 2005 · 3 yrs 4 mos
State Registrations10 states
AZCACODEFLINMANEOHTX
Advisor
Exams
No exam information available for this advisor.