Elser Financial Planning, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

143311

SEC number

801-80871

Firm type

RIA

Assets under management

$2.1B as of Mar 6, 2026

Website

elserfp.com ↗

Phone

317-731-5615

Address

8900 Keystone Crossing, Indianapolis, IN, 46240

Advisors at this firm

12 in our index · page 1 of 1

• Susan Christine ElserCRD 2713658 · Indianapolis, IN
  IA Registered
• Zachary G GilesCRD 7279166 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Allison Marie GruesbeckCRD 6295612 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Derek Carter HamiltonCRD 6387757 · Indianapolis, IN
  IA Registered
• Jonathan Lee HerndonCRD 6749222 · Indianapolis, IN
  IA Registered
• Grant Hamilton HoferCRD 5724052 · Indianapolis, IN
  IA RegisteredRegistration inactive
• Linda D MurphyCRD 6374206 · Indianapolis, IN
  IA Registered
• Samuel Rabon McdanielCRD 7014051 · Indianapolis, IN
  IA Registered
• Eric A ShetterCRD 7061193 · Indianapolis, IN
  IA Registered
• Kathleen Ellen TranovichCRD 6273055 · Indianapolis, IN
  IA Registered
• Davis Allen WarnerCRD 7882131 · Indianapolis, IN
  IA Registered
• James Robert WenglikowskiCRD 7737904 · Indianapolis, IN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.