Zachary G Giles
Investment adviser representative at Elser Financial Planning, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Elser Financial Planning, Inc.Jan 2022 to now
- Charles Schwab & Co., Inc.Jul 2020 to Dec 2021
- The AllianceSep 2019 to Mar 2020
- Franklin Township Community School CorporationJul 2019 to Jul 2020
- Anderson Preparatory AcademyJan 2019 to Jul 2019
- Pensacola Christian AcademyAug 2018 to Oct 2018
- National Naval Aviation MuseumMay 2017 to Aug 2018
- Hobby Lobby, Inc.Mar 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
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
- 7279166
- Firm CRD
- 143311