Adrian Oden Miller

CFA

Goelzer Investment Management

4 Years of Experience

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

Get directions

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.

Employment History

Current Registrations

Goelzer Investment Management

November 2021 - Present · 4 yrs 3 mos

Previous Registrations

Wells Fargo Investments, LLC

July 2004 - May 2005 · 10 mos

State Registrations3 states

FLINMA

Advisor

Exams

No exam information available for this advisor.