Investment adviser representative · Elser Financial Planning, Inc.
Kathleen Steinman
CRD 8341914 · Indianapolis, IN
At a glance
Kathleen Steinman is an investment adviser representative with Elser Financial Planning, Inc. in Indianapolis, IN, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Elser Financial Planning, Inc.Since September 2026Indianapolis, IN · $2.1B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kathleen’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.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Elser Financial Planning, Inc.
- Susan C. ElserIndianapolis · Certified Financial Planner
- Zachary G. GilesIndianapolis · Certified Financial Planner
- Allison M. GruesbeckIndianapolis · Certified Financial Planner, Chartered Financial Consultant
- Derek C. HamiltonIndianapolis · Certified Financial Planner
- Grant H. HoferIndianapolis
- Samuel R. McDanielIndianapolis
- Linda D. MurphyIndianapolis
- Eric A. ShetterIndianapolis · Certified Financial Planner
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