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Grant Hamilton Hofer

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 2026-02-03
  • IN RA
    APPROVED
    Since 2026-02-03

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
Global Atlantic Distributors, Llc Indianapolis IN 04/2016 04/2021
Global Atlantic Financial Group Indianapolis IN 04/2016 04/2021
Pensionmark Financial Group Santa Barbara CA 12/2022 03/2025
Clearpoint Federal Bank & Trust Batesville IN 04/2021 12/2022
Valeo Financial Advisors Llc Carmel IN 03/2025 01/2026
Elser Financial Planning, Inc Indianapolis IN 02/2026 Present
  • 04/2016 → 04/2021
    Global Atlantic Distributors, Llc
    Indianapolis, IN
  • 04/2016 → 04/2021
    Global Atlantic Financial Group
    Indianapolis, IN
  • 12/2022 → 03/2025
    Pensionmark Financial Group
    Santa Barbara, CA
  • 04/2021 → 12/2022
    Clearpoint Federal Bank & Trust
    Batesville, IN
  • 03/2025 → 01/2026
    Valeo Financial Advisors Llc
    Carmel, IN
  • 02/2026 → Present
    Elser Financial Planning, Inc
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-26
S63 Uniform Securities Agent State Law Examination 2013-08-15
  • S65 Uniform Investment Adviser Law Examination
    2024-04-26
  • S63 Uniform Securities Agent State Law Examination
    2013-08-15
Other Names
  • Grant Hofer
  • Grant Hamilton Hofer

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
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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