Kory Joseph Fay
Investment adviser representative at Goelzer Investment Management
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Goelzer Investment Management, Inc.Aug 2019 to now
- Change Path LLCNov 2018 to Aug 2019
- Preservation Wealth Advisors LLCSep 2016 to Dec 2017
- Edu. Wealth Advisors LLCDec 2015 to Nov 2018
- Edu. Financial Strategies, LLCMay 2015 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
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
- 6595123
- Firm CRD
- 44402