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Inactive

Davis Allen Warner

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 2025-06-26
  • IN RA
    APPROVED
    Since 2025-06-26

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 06/2025 Present
Eagle Point Golf Course Bloomington IN 08/2024 11/2024
Elser Financial Planning, Inc Indianapolis IN 05/2024 07/2024
Eagle Point Golf Course Bloomington IN 07/2023 04/2024
Indiana Property Mgmt Group Indianapolis IN 05/2023 07/2023
Fed Ex Zionsville IN 05/2022 07/2022
Student Brownsburg IN 08/2008 05/2022
Student Bloomington IN 07/2022 05/2023
Student Bloomington IN 11/2024 06/2025
  • 06/2025 → Present
    Elser Financial Planning, Inc
    Indianapolis, IN
  • 08/2024 → 11/2024
    Eagle Point Golf Course
    Bloomington, IN
  • 05/2024 → 07/2024
    Elser Financial Planning, Inc
    Indianapolis, IN
  • 07/2023 → 04/2024
    Eagle Point Golf Course
    Bloomington, IN
  • 05/2023 → 07/2023
    Indiana Property Mgmt Group
    Indianapolis, IN
  • 05/2022 → 07/2022
    Fed Ex
    Zionsville, IN
  • 08/2008 → 05/2022
    Student
    Brownsburg, IN
  • 07/2022 → 05/2023
    Student
    Bloomington, IN
  • 11/2024 → 06/2025
    Student
    Bloomington, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-22
  • S65 Uniform Investment Adviser Law Examination
    2024-08-22

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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