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Samuel Rabon Mcdaniel

Elser Financial Planning, Inc.

Indianapolis, IN

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Current Employers
Elser Financial Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-01-05
  • IN RA
    APPROVED
    Since 2024-01-05

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
Elser Financial Planning, Inc Indianapolis IN 05/2023 Present
Valeo Financial Advisors, Llc Carmel IN 05/2022 08/2022
Northwestern Mutual Ft Wayne IN 02/2021 07/2021
Runestad Financial Services Leo IN 08/2018 05/2019
Student Bloomington IN 05/2019 02/2021
Student Bloomington IN 07/2021 05/2022
Student Bloomington IN 08/2022 05/2023
Student Leo IN 12/2013 08/2018
  • 05/2023 → Present
    Elser Financial Planning, Inc
    Indianapolis, IN
  • 05/2022 → 08/2022
    Valeo Financial Advisors, Llc
    Carmel, IN
  • 02/2021 → 07/2021
    Northwestern Mutual
    Ft Wayne, IN
  • 08/2018 → 05/2019
    Runestad Financial Services
    Leo, IN
  • 05/2019 → 02/2021
    Student
    Bloomington, IN
  • 07/2021 → 05/2022
    Student
    Bloomington, IN
  • 08/2022 → 05/2023
    Student
    Bloomington, IN
  • 12/2013 → 08/2018
    Student
    Leo, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-13
  • S65 Uniform Investment Adviser Law Examination
    2023-12-13

View on SEC IAPD

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Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
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