Financial ADVSR advisor directory · SEC adviser records
Elser Financial Planning, Inc. financial advisors in Indianapolis, IN
Every SEC-registered investment adviser representative at a Elser Financial Planning, Inc. office in Indianapolis, A to Z.
The short answer
12 registered advisors work at Elser Financial Planning, Inc. in Indianapolis, out of 12 at the firm nationwide; it ranks number 34 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Elser Financial Planning, Inc. advisors in Indianapolis, A to Z
Every Elser Financial Planning, Inc. advisor →- Susan C. ElserCertified Financial Planner
- Zachary G. GilesCertified Financial Planner
- Allison M. GruesbeckCertified Financial Planner, Chartered Financial Consultant
- Derek C. HamiltonCertified Financial Planner
- Grant H. HoferInvestment adviser rep
- Samuel R. McDanielInvestment adviser rep
- Linda D. MurphyInvestment adviser rep
- Eric A. ShetterCertified Financial Planner
- Kathleen SteinmanInvestment adviser rep
- Kathleen E. TranovichCertified Financial Planner
- Davis A. WarnerInvestment adviser rep
- James R. Wenglikowski IIICertified Financial Planner
Elser Financial Planning, Inc. advisors in every city and state →Elser Financial Planning, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Indianapolis
All Indianapolis advisors →Schwab Wealth Advisory, Inc. 160Charles Schwab & Co., Inc. 158Oneamerica Securities, Inc. 128Morgan Stanley 100Merrill Lynch, Pierce, Fenner & Smith Incorporated 99Ameriprise Financial Services, LLC 67MML Investors Services, LLC 62J.P. Morgan Securities LLC 55LPL Enterprise, LLC 51Cetera Investment Advisers LLC 49Thurston Springer Advisors 48Stifel, Nicolaus & Company, Incorporated 44
Questions
How many financial advisors does Elser Financial Planning, Inc. have in Indianapolis?
12 investment adviser representatives are registered at Elser Financial Planning, Inc. offices in Indianapolis, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Elser Financial Planning, Inc. one of the largest advisor employers in Indianapolis?
Elser Financial Planning, Inc. ranks number 34 in Indianapolis by registered advisors; Schwab Wealth Advisory, Inc. has the most, with 160.
How do I check a Elser Financial Planning, Inc. advisor in Indianapolis?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Elser Financial Planning, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.