Philip Andrew Kojich
Investment adviser representative at Goelzer Investment Management
13 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
13 years in the industry.
- Goelzer Investment Management, Inc.May 2026 to now
- Capital Client Group, Inc.Mar 2025 to May 2026
- Capital Group / Capital Client Group, Inc.Jan 2024 to Mar 2025
- American FundsAug 2019 to Jan 2024
- VanguardMay 2013 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 65 · Uniform Investment Adviser Law2019
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
- 5646373
- Firm CRD
- 44402