Lisa Cantu
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.Jun 2023 to now
- Marian UniversityJan 2023 to May 2023
- Cuna Mutual GroupJun 2022 to Dec 2022
- Aurora Financial StrategiesAug 2021 to May 2022
- Invex BancoMay 2021 to Jul 2021
- Marian UniversityAug 2020 to May 2021
- UnemployedMay 2020 to Aug 2020
- Marian UniversityAug 2019 to May 2020
- UnemployedMay 2019 to Aug 2019
- Liceo De MonterreyAug 2013 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7803874
- Firm CRD
- 44402