Cheryl Ann Ackerman
Investment adviser representative at Goelzer Investment Management
11 yearsExperience
1 stateRegistered in
$4.5BFirm assets
28 yearsFirm in business
Are you Cheryl Ann Ackerman? Claim your profile
Contact this firm
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.Apr 2024 to now
- Proteus, LLCJul 2018 to Apr 2024
- RgpJul 2015 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
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
- 6991631
- Firm CRD
- 44402