Allison Marie Gruesbeck
Investment Adviser Representative at Elser Financial Planning, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Allison Marie Gruesbeck is an investment adviser representative with Elser Financial Planning, Inc. in Indianapolis, IN, where they have been registered since 2025. They have worked in the securities industry since 2014 and have been registered with 7 firms, including Ameriprise Financial Services, LLC and Northwestern Mutual Investment Services,llc. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Strategic Wealth DesignersSep 2019 – May 2020Indianapolis, IN
- Raymond JamesJul 2018 – Sep 2019Anderson, IN
- Windsor Wealth ManagementMar 2018 – Jun 2018Indianapolis, IN
- Charles SchwabJan 2014 – Mar 2018Indianapolis, IN
- UnemployedMay 2020 – Jul 2020Anderson, IN
- Mark WiseJul 2020 – Sep 2021Indianapolis, IN
- Northwestern Mutual Investment Services LLCJul 2020 – Sep 2021Indianapolis, IN
- Northwestern Mutual Wealth Management CompanyAug 2020 – Sep 2021Milwaukee, WI
- Ameriprise Financial Services, LLCSep 2021 – Jan 2025Indianapolis, IN
- Elser Financial Planning, IncJan 2025 – no end date reportedIndianapolis, IN
Official records & sources
Data as of May 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Elser Financial Planning, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive wealth management, detailed financial planning, investment management, estate and legacy planning, charitable planning, insurance analysis, and ongoing financial planning including annual tax return review and major life event guidance.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Indianapolis, IN
- SEC file number:
- 801-80871
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Elser Financial Planning, Inc.
11 other advisors in the directory
Similar advisors in Indianapolis, IN
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Allison Marie Gruesbeck has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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