← Back to searchVisit website
ELSER FINANCIAL PLANNING, INC.
CRD 143311 · SEC 801-80871
8900 KEYSTONE CROSSING, SUITE 450, INDIANAPOLIS, IN, 46240, United States
Phone
317-731-5615
Fax
317-731-5673
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.11B
Discretionary AUM
$1.13B
Team
15 total employees; 10 advisory reps; 18 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 158 | $61.6M |
| High net worth individuals | 420 | $1.95B |
| Corporations/business entities | 6 | $41.6M |
States served
CA, CO, GA, IL, IN, LA, NE, NY, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD