# ELSER FINANCIAL PLANNING, INC.

ELSER FINANCIAL PLANNING, INC. of INDIANAPOLIS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 143311
- Type: SEC-registered investment adviser
- SEC file number: 801-80871
- Location: 8900 KEYSTONE CROSSING, SUITE 450, INDIANAPOLIS, IN, 46240
- Phone: 317-731-5615
- Latest filing: 2026-03-06
- Regulatory AUM: $2.1B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $973.8M
- Clients: 15
- Accounts: 1,643

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Susan Christine Elser | PRESIDENT | — |
| Linda D Murphy | CCO/MANAGING PARTNER | — |
| Derek Carter Hamilton | SHAREHOLDER | — |
| Jonathan Lee Herndon | SHAREHOLDER/MANAGING PARTNER | — |
| Eric A Shetter | SHAREHOLDER | — |
| Kathleen Ellen Tranovich | SHAREHOLDER/MANAGING PARTNER | — |
| Zachary G Giles | SHAREHOLDER | — |
| ELSER SUSAN CHRISTINE | PRESIDENT | — |
| MURPHY LINDA D | CCO; CCO/MANAGING PARTNER | — |
| HERNDON JONATHAN LEE | SHAREHOLDER; SHAREHOLDER/MANAGING PARTNER | — |
| HAMILTON DEREK CARTER | CFP; SHAREHOLDER | — |
| Herndon Jonathan L | PLANNER - CFP CANDIDATE | — |
| Shetter Eric A | SHAREHOLDER | — |
| Tranovich KATHLEEN ELLEN | SHAREHOLDER/MANAGING PARTNER | — |
| Mackenzie Zander | SHAREHOLDER/OPERATIONS | — |
| James Robert Wenglikowski | SHAREHOLDER | — |
| Samuel Rabon Mcdaniel | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143311/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143311/similar
- Related entities: https://search.stillhousedata.com/firm/143311/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143311

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.