ELSER FINANCIAL PLANNING, INC.

ELSER FINANCIAL PLANNING, INC. of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 143311). Regulatory assets under management: $2.1B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (17)

NameRoleLocation
Susan Christine ElserPRESIDENT
Linda D MurphyCCO/MANAGING PARTNER
Derek Carter HamiltonSHAREHOLDER
Jonathan Lee HerndonSHAREHOLDER/MANAGING PARTNER
Eric A ShetterSHAREHOLDER
Kathleen Ellen TranovichSHAREHOLDER/MANAGING PARTNER
Zachary G GilesSHAREHOLDER
ELSER SUSAN CHRISTINEPRESIDENT
MURPHY LINDA DCCO; CCO/MANAGING PARTNER
HERNDON JONATHAN LEESHAREHOLDER; SHAREHOLDER/MANAGING PARTNER
HAMILTON DEREK CARTERCFP; SHAREHOLDER
Herndon Jonathan LPLANNER - CFP CANDIDATE
Shetter Eric ASHAREHOLDER
Tranovich KATHLEEN ELLENSHAREHOLDER/MANAGING PARTNER
Mackenzie ZanderSHAREHOLDER/OPERATIONS
James Robert WenglikowskiSHAREHOLDER
Samuel Rabon McdanielSHAREHOLDER

More on this firm