Allison Marie Gruesbeck
Investment adviser representative at Elser Financial Planning, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Elser Financial Planning, Inc.Jan 2025 to now
- Ameriprise Financial Services, LLCSep 2021 to Jan 2025
- Northwestern Mutual Wealth Management CompanyAug 2020 to Sep 2021
- Mark WiseJul 2020 to Sep 2021
- Northwestern Mutual Investment Services LLCJul 2020 to Sep 2021
- UnemployedMay 2020 to Jul 2020
- Strategic Wealth DesignersSep 2019 to May 2020
- Raymond JamesJul 2018 to Sep 2019
- Windsor Wealth ManagementMar 2018 to Jun 2018
- Charles SchwabJan 2014 to Mar 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (IN).
Elser Financial Planning, Inc.
$2.1BAssets managed
584Clients
13Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6295612
- Firm CRD
- 143311