Shareholder · Elser Financial Planning, Inc.
Eric A Shetter
CRD 7061193 · Named on Form ADV at one SEC-registered adviser
At a glance
Elser Financial Planning, Inc., an SEC-registered wealth manager based in Indianapolis, IN with $2.1 billion in regulatory assets, lists Eric A Shetter on its Form ADV as Shareholder.
Firms and roles
- Elser Financial Planning, Inc.ShareholderWealth manager · Indianapolis, IN · $2.1B in regulatory assets
AtlasMembers
Eric’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Eric’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Susan C. ElserPresident, Elser Financial Planning, Inc.
- Linda D MurphyCco/managing Partner, Elser Financial Planning, Inc.
- Derek C. HamiltonShareholder, Elser Financial Planning, Inc.
- Jonathan L. HerndonShareholder/managing Partner, Elser Financial Planning, Inc.
- KATHLEEN E. TranovichShareholder/managing Partner, Elser Financial Planning, Inc.
4 more people named with Eric on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.