Sherri Lynn Wilson
Investment adviser representative at Goelzer Investment Management
31 yearsExperience
1 stateRegistered in
$4.5BFirm assets
28 yearsFirm in business
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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
31 years in the industry.
- Goelzer Investment ManagementOct 1995 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
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
- 5231161
- Firm CRD
- 44402