Allison Marie Gruesbeck

Current Employers

Employment History

• 09/2019 → 05/2020
  Strategic Wealth Designers
  Indianapolis, IN
• 07/2018 → 09/2019
  Raymond James
  Anderson, IN
• 03/2018 → 06/2018
  Windsor Wealth Management
  Indianapolis, IN
• 01/2014 → 03/2018
  Charles Schwab
  Indianapolis, IN
• 05/2020 → 07/2020
  Unemployed
  Anderson, IN
• 07/2020 → 09/2021
  Mark Wise
  Indianapolis, IN
• 07/2020 → 09/2021
  Northwestern Mutual Investment Services Llc
  Indianapolis, IN
• 08/2020 → 09/2021
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2021 → 01/2025
  Ameriprise Financial Services, Llc
  Indianapolis, IN
• 01/2025 → Present
  Elser Financial Planning, Inc
  Indianapolis, IN

Previous Registrations

• 2021-10-20 → 2025-01-31
  Ameriprise Financial Services, Llc
  Indianapolis, IN
  Anderson, IN
• 2020-07-16 → 2021-10-27
  Northwestern Mutual Investment Services, Llc
  Indianapolis, IN
• 2019-10-02 → 2020-06-23
  Strategic Wealth Investment Group, Llc
  Louisville, KY
• 2018-07-16 → 2019-09-23
  Raymond James & Associates, Inc.
  Anderson, IN
• 2016-12-06 → 2018-03-27
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN
• 2015-08-03 → 2016-12-06
  Charles Schwab & Co., Inc.
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2015-08-03
• S63 Uniform Securities Agent State Law Examination
  2014-06-13

Designations

Other Names

• Allison Marie Simpson
• Allison Marie Schott
• Allison Schott
• Allison Simpson
• Allison Marie Gruesbeck
• Allison Schott
• Allison Simpson
• Allison Gruesbeck
• Allie Gruesbeck