President · Elser Financial Planning, Inc.
Susan C. Elser
CRD 2713658 · 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 Susan C. Elser on its Form ADV as President, a control person.
Firms and roles
- Elser Financial Planning, Inc.PresidentWealth manager · Indianapolis, IN · $2.1B in regulatory assets
AtlasMembers
Susan’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
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (9)
- 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.
- Eric A ShetterShareholder, Elser Financial Planning, Inc.
- KATHLEEN E. TranovichShareholder/managing Partner, Elser Financial Planning, Inc.
4 more people named with Susan 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 Susan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.