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Current Employers
Elser Financial Planning, Inc.

8900 Keystone Crossing Suite 450, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-21
IN RA APPROVED 2022-01-14
  • TX RA
    APPROVED
    Since 2024-08-21
  • IN RA
    APPROVED
    Since 2022-01-14

Branch Locations

8900 Keystone Crossing Suite 450, Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Indianapolis IN 07/2020 12/2021
Franklin Township Community School Corporation Indianapolis IN 07/2019 07/2020
Anderson Preparatory Academy Anderson IN 01/2019 07/2019
Hobby Lobby, Inc. Pensacola FL 03/2016 12/2018
National Naval Aviation Museum Pensacola FL 05/2017 08/2018
The Alliance Indianapolis IN 09/2019 03/2020
Pensacola Christian Academy Pensacola FL 08/2018 10/2018
Elser Financial Planning, Inc Indianapolis IN 01/2022 Present
  • 07/2020 → 12/2021
    Indianapolis, IN
  • 07/2019 → 07/2020
    Franklin Township Community School Corporation
    Indianapolis, IN
  • 01/2019 → 07/2019
    Anderson Preparatory Academy
    Anderson, IN
  • 03/2016 → 12/2018
    Hobby Lobby, Inc.
    Pensacola, FL
  • 05/2017 → 08/2018
    National Naval Aviation Museum
    Pensacola, FL
  • 09/2019 → 03/2020
    The Alliance
    Indianapolis, IN
  • 08/2018 → 10/2018
    Pensacola Christian Academy
    Pensacola, FL
  • 01/2022 → Present
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-01
S63 Uniform Securities Agent State Law Examination 2021-05-08
  • S66 Uniform Combined State Law Examination
    2021-12-01
  • S63 Uniform Securities Agent State Law Examination
    2021-05-08
Designations
Other Names
  • Zach Giles

View on SEC IAPD

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