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James Robert Wenglikowski

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 2023-05-09
  • IN RA
    APPROVED
    Since 2023-05-09

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 05/2021 Present
Student Muncie IN 08/2017 04/2021
Student Leo IN 08/2012 08/2017
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-05
  • S65 Uniform Investment Adviser Law Examination
    2023-05-05
Designations

View on SEC IAPD

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