Elser Financial Planning, Inc.

Elser Financial Planning, Inc. (CRD# 143311) is a financial advisory firm headquartered in Indianapolis, IN. They manage $2,060,454,446 in 1,412 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
8900 Keystone Crossing, Suite 450, Indianapolis, IN 46240
http://elserfp.com
By the Numbers
  • Total Assets Under Management
    2,060
    MILLION
  • Total Number of Accounts
    1,412
    ACCOUNTS
  • Average Account Value
    $1,459,245
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, IN, NY, TX

Financial Advisors at Elser Financial Planning, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Susan Elser, financial advisor Indianapolis IN
Susan C. Elser
CRD#: 2713658
8900 Keystone Crossing, Suite 450, Indianapolis, IN 46240

Susan Elser (CRD# 2713658) is an Investment Advisor Representative working at Elser Financial Planning, Inc. in Indianapolis, IN and has over 27 years of experience in the finance industry.

2
Derek Hamilton, financial advisor Indianapolis IN
Derek C. Hamilton
CRD#: 6387757
8900 Keystone Crossing, Suite 450, Indianapolis, IN 46240

Derek Hamilton (CRD# 6387757) is an Investment Advisor Representative working at Elser Financial Planning, Inc. in Indianapolis, IN and has 1 year of experience in the finance industry.

3
Jonathan Herndon, financial advisor Indianapolis IN
Jonathan L. Herndon
CRD#: 6749222
8900 Keystone Crossing, Suite 450, Indianapolis, IN 46240

Jonathan Herndon (CRD# 6749222) is an Investment Advisor Representative working at Elser Financial Planning, Inc. in Indianapolis, IN and has 1 year of experience in the finance industry.

4
Eric Shetter, financial advisor Indianapolis IN
Eric A. Shetter
CRD#: 7061193
8900 Keystone Crossing, Suite 450, Indianapolis, IN 46240

Eric Shetter (CRD# 7061193) is an Investment Advisor Representative working at Elser Financial Planning, Inc. in Indianapolis, IN and has 1 year of experience in the finance industry.

5
Kathleen Tranovich, financial advisor Indianapolis IN
Kathleen E. Tranovich
CRD#: 6273055
8900 Keystone Crossing, Suite 450, Indianapolis, IN 46240

Kathleen Tranovich (CRD# 6273055) is an Investment Advisor Representative working at Elser Financial Planning, Inc. in Indianapolis, IN and has over 16 years of experience in the finance industry.

6
Zachary Giles, financial advisor Indianapolis IN
Zachary G. Giles
CRD#: 7279166
8900 Keystone Crossing, Suite 450, Indianapolis, IN 46240

Zachary Giles (CRD# 7279166) is an Investment Advisor Representative working at Elser Financial Planning, Inc. in Indianapolis, IN and has over 2 years of experience in the finance industry.

7
Samuel McDaniel, financial advisor Indianapolis IN
Samuel R. McDaniel
CRD#: 7014051
8900 Keystone Crossing, Suite 450, Indianapolis, IN 46240

Samuel McDaniel (CRD# 7014051) is an Investment Advisor Representative working at Elser Financial Planning, Inc. in Indianapolis, IN and has 1 year of experience in the finance industry.

8
Linda Murphy, financial advisor Indianapolis IN
Linda D. Murphy
CRD#: 6374206
8900 Keystone Crossing, Suite 450, Indianapolis, IN 46240

Linda Murphy (CRD# 6374206) is an Investment Advisor Representative working at Elser Financial Planning, Inc. in Indianapolis, IN and has over 3 years of experience in the finance industry.

9
James Wenglikowski, financial advisor Indianapolis IN
James R. Wenglikowski
CRD#: 7737904
8900 Keystone Crossing, Suite 450, Indianapolis, IN 46240

James Wenglikowski (CRD# 7737904) is an Investment Advisor Representative working at Elser Financial Planning, Inc. in Indianapolis, IN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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