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BP
CFA · CFP
BP
CFA · CFP

Brian Joseph Pyne

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
March 2012 - Present · 13 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2008 - February 2012 · 3 yrs 4 mos
J. P. Morgan Securities INC.
September 2006 - October 2008 · 2 yrs 1 mo
Jpmorgan Securities INC
September 2002 - September 2006 · 4 yrs
State Registrations8 states
AZCAGAINNENJOHTX
Advisor
Exams
No exam information available for this advisor.