← Tributary

ELSER FINANCIAL PLANNING, INC.

INDIANAPOLIS, IN · CRD 143311 · IAPD ↗ · elserfp.com · 317-731-5615

$2.11BRegulatory AUM
10Advisory reps
15Employees
18Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2025 — ELSER FINANCIAL PLANNING, INC. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
September 2024 — ELSER FINANCIAL PLANNING, INC. notice-filed in LA, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
February 2024 — ELSER FINANCIAL PLANNING, INC. notice-filed in CO, GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
February 2024 — ELSER FINANCIAL PLANNING, INC. reported RAUM up 49% ($1.38B -> $2.06B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.