RIA Intelligence

ELSER FINANCIAL PLANNING, INC.

CRD #143311 SEC #801-80871 INDIANAPOLIS, IN 317-731-5615
SEC Registered
Total AUM
$2B
Discretionary
$971.7M
Employees
12
Clients
251
Accounts
1,661

Firm Details

Organization Type
Corporation
State of Formation
Indiana
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 10, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GILES, ZACHARY, GISHAREHOLDERNA
HAMILTON, DEREK, CARTERISHAREHOLDERNA
HAMILTON, DEREK, CARTERICFPNA
HAMILTON, DEREK, CARTERISHAREHOLDERNA
HAMILTON, DEREK, CARTERISHAREHOLDERNA
HAMILTON, DEREK, CARTERISHAREHOLDERNA
HAMILTON, DEREK, CARTERISHAREHOLDERNA
HAMILTON, DEREK, CARTERISHAREHOLDERNA
HAMILTON, DEREK, CARTERISHAREHOLDERNA
HAMILTON, DEREK, CARTERISHAREHOLDERNA
HAMILTON, DEREK, CARTERISHAREHOLDERNA
HAMILTON, DEREK, CARTERISHAREHOLDERNA
HAMILTON, DEREK, CARTERISHAREHOLDERNA
HAMILTON, DEREK, CARTERISHAREHOLDERNA
HAMILTON, DEREK, CARTERISHAREHOLDERNA
HAMILTON, DEREK, CARTERISHAREHOLDERNA
HERNDON, JONATHAN, LEEISHAREHOLDERNA
HERNDON, JONATHAN, LEEISHAREHOLDERNA
HERNDON, JONATHAN, LEEISHAREHOLDERNA
HERNDON, JONATHAN, LEEISHAREHOLDERNA
HERNDON, JONATHAN, LEEISHAREHOLDERNA
HERNDON, JONATHAN, LEEISHAREHOLDERNA
Herndon, Jonathan, LIPLANNER - CFP CANDIDATENA
MURPHY, LINDA, DICCONA
MURPHY, LINDA, DICCONA
MURPHY, LINDA, DICCONA
MURPHY, LINDA, DICCONA
MURPHY, LINDA, DICCONA
MURPHY, LINDA, DICCONA
MURPHY, LINDA, DICCONA
MURPHY, LINDA, DICCONA
MURPHY, LINDA, DICCONA
MURPHY, LINDA, DICCONA
Shetter, Eric, AISHAREHOLDERNA
Shetter, Eric, AISHAREHOLDERNA
Shetter, Eric, AISHAREHOLDERNA
Shetter, Eric, AISHAREHOLDERNA
Shetter, Eric, AISHAREHOLDERNA
Shetter, Eric, AISHAREHOLDERNA
Shetter, Eric, AISHAREHOLDERNA
Shetter, Eric, AISHAREHOLDERNA
Tranovich, KATHLEEN, ELLENISHAREHOLDER/MANAGING PARTNERNA
Tranovich, KATHLEEN, ELLENISHAREHOLDER/MANAGING PARTNERNA
Tranovich, KATHLEEN, ELLENISHAREHOLDER/MANAGING PARTNERNA
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
ELSER, SUSAN, CHRISTINEIPRESIDENTE Control
HERNDON, JONATHAN, LEEISHAREHOLDER/MANAGING PARTNERB
HERNDON, JONATHAN, LEEISHAREHOLDER/MANAGING PARTNERB
HERNDON, JONATHAN, LEEISHAREHOLDER/MANAGING PARTNERB
HERNDON, JONATHAN, LEEISHAREHOLDER/MANAGING PARTNERB
HERNDON, JONATHAN, LEEISHAREHOLDERA
HERNDON, JONATHAN, LEEISHAREHOLDERA
HERNDON, JONATHAN, LEEISHAREHOLDERA
HERNDON, JONATHAN, LEEISHAREHOLDERA
MURPHY, LINDA, DICCOA
MURPHY, LINDA, DICCOA
MURPHY, LINDA, DICCOA
MURPHY, LINDA, DICCOA
MURPHY, LINDA, DICCOA
MURPHY, LINDA, DICCOA
MURPHY, LINDA, DICCO/MANAGING PARTNERA
MURPHY, LINDA, DICCO/MANAGING PARTNERA
MURPHY, LINDA, DICCO/MANAGING PARTNERA
MURPHY, LINDA, DICCO/MANAGING PARTNERA
Tranovich, KATHLEEN, ELLENISHAREHOLDER/MANAGING PARTNERA

Registrations

Federal

IA
Feb 10, 2025 REGISTERED

Notice Filings (11)

CA CO FL GA IL IN LA NC NE NY TX

Address

8900 KEYSTONE CROSSING
SUITE 450
INDIANAPOLIS, IN 46240
United States
Phone: 317-731-5615