Kip Barry Robbins
Investment adviser representative at Goelzer Investment Management
14 yearsExperience
1 stateRegistered in
CFADesignation
$4.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Goelzer Investment Management, Inc.Jun 2025 to now
- National Bank of IndianapolisSep 2022 to Jun 2025
- Retirement Plan Advisors, LLC.Sep 2017 to Aug 2022
- BMO Harris BankDec 2012 to Aug 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (IN).
Goelzer Investment Management
Legal name: Goelzer Investment Management, Inc.
$4.5BAssets managed
695Clients
23Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4511971
- Firm CRD
- 44402