DFX Intelligence

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.

Registered advisor

Kory Joseph Fay

Goelzer Investment Managementmixed wealthCarmel, InIA-onlyIAPD 6595123

Certified Financial Planner

Feed of 09/14/2026

At current firm

7 y

since Aug 14, 2019

In the industry

11 y

since May 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Wealth Advisorreportedgoelzerinc.comfirm site, Sep 15, 2026
Designations: CFPreportedgoelzerinc.comas printed on the bio page, Sep 16, 2026
Business email: kfay@goelzerinc.comreportedgoelzerinc.comfirm site, Sep 15, 2026
Direct business phone: 317-264-2694reportedgoelzerinc.comfirm site, Sep 15, 2026
Professional profile: goelzerinc.com/team/kory-fayreportedgoelzerinc.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.

Registration history

IAPD current and previous registrations

Goelzer Investment Management mixed wealth current
since Aug 14, 2019 · Carmel, In
Creativeone Wealth, LLC independent RIA
Nov 27, 2018 to Aug 9, 2019 · Indianapolis, In
Edu Wealth Advisors LLC unclassified
Jan 16, 2018 to Nov 27, 2018 · Indianapolis, In
Preservation Wealth Advisors LLC unclassified
Sep 7, 2016 to Dec 31, 2017 · Indianapolis, In
Edu Wealth Advisors LLC unclassified
Dec 18, 2015 to Dec 31, 2017 · Indianapolis, In

Moves

a registration end followed by a registration begin elsewhere

Creativeone Wealth, LLC to Goelzer Investment Management
left Aug 9, 2019, registered Aug 14, 2019 (5 days) · RIA to RIA
Edu Wealth Advisors LLC to Creativeone Wealth, LLC
left Nov 27, 2018, registered Nov 27, 2018 (0 days) · Other
Edu Wealth Advisors LLC to Preservation Wealth Advisors LLC
left Dec 31, 2017, registered Sep 7, 2016 (-480 days) · Other · moved with a team
Preservation Wealth Advisors LLC to Edu Wealth Advisors LLC
left Dec 31, 2017, registered Jan 16, 2018 (16 days) · Other · moved with a team

Signals

No dated event on this person.

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wealth manager with institutional or fund businessderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address