Samuel Rabon Mcdaniel
Investment adviser representative at Elser Financial Planning, Inc.
13 yearsExperience
1 stateRegistered in
$2.1BFirm assets
11 yearsFirm in business
Are you Samuel Rabon Mcdaniel? Claim your profile
Contact this firm
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
13 years in the industry.
- Elser Financial Planning, Inc.May 2023 to now
- StudentAug 2022 to May 2023
- Valeo Financial Advisors, LLCMay 2022 to Aug 2022
- StudentJul 2021 to May 2022
- Northwestern MutualFeb 2021 to Jul 2021
- StudentMay 2019 to Feb 2021
- Runestad Financial ServicesAug 2018 to May 2019
- StudentDec 2013 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7014051
- Firm CRD
- 143311