RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Susan Michelle Jann
- Business email
- mjann@goelzerinc.comreportedgoelzerinc.comfirm site, Sep 15, 2026
- Direct business phone
- 317-264-2690reportedgoelzerinc.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Goelzer Investment Management mixed wealth currentsince Jun 3, 2016 · Carmel, In
- Bmo Harris Financial Advisors, Inc formerAug 9, 2012 to May 13, 2016 · Indianapolis, In
- Fifth Third Securities, Inc. BD affiliatedJun 26, 2006 to Aug 2, 2012 · Indianapolis, In
- Bmo Harris Financial Advisors, Inc to Goelzer Investment Managementleft May 13, 2016, registered Jun 3, 2016 (21 days) · Other
- Fifth Third Securities, Inc. to Bmo Harris Financial Advisors, Incleft Aug 2, 2012, registered Aug 9, 2012 (7 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address