Jeffrey L. Elsing

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CRD#: 2237807

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Leonard Elsing was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1992. Jeffrey had worked at 10 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

March 4, 2013 - December 31, 2014

FIRST ADVISORS NATIONAL, LLC

RIA

CRD#: 166212

FENTON, MO

Past

February 17, 2012 - December 31, 2012

INSTITUTE FOR WEALTH ADVISORS, INC.

RIA

CRD#: 149347

WATERLOO, IL

Past

April 29, 2010 - December 15, 2010

INSTITUTE FOR WEALTH ADVISORS, INC.

RIA

CRD#: 149347

DALLAS, TX

Past

October 7, 2002 - December 31, 2004

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

August 18, 2000 - June 20, 2002

HORACE MANN INVESTORS, INC.

CRD#: 11643

SPRINGFIELD, IL

Past

December 1, 1999 - September 14, 2000

LINCOLN INVESTMENT

CRD#: 519

FORT WASHINGTON, PA

Past

October 8, 1998 - November 3, 1999

EAGLE ONE INVESTMENTS, LLC

CRD#: 45254

WASHINGTON, IA

Past

December 24, 1997 - October 7, 1998

CARDINAL INVESTMENTS, INC.

CRD#: 36838

BELLEVILLE, IL

Past

September 29, 1995 - December 11, 1997

SII INVESTMENTS, INC.

CRD#: 2225

APPLETON, WI

Past

July 17, 1995 - October 5, 1995

RE-DIRECT SECURITIES CORP

CRD#: 35518

VILLA PARK, IL

Past

August 17, 1992 - May 3, 1995

INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

APPLETON, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRST ADVISORS NATIONAL, LLC

FIRST ADVISORS NATIONAL, LLC | FIRST AMERICAN NATIONAL INVESTMENT ADVISORS, LLC

CRD#: 166212 / SEC#: 801-77440

RIA

Registered Investment Advisory firm - (12/18/2012 Approved)

Georgia

Registered Investment Advisory firm - (3/22/2013 Terminated)

Illinois

Registered Investment Advisory firm - (1/22/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (3/22/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/10/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/19/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/14/1992

General Securities Representative Examination

Current Firm

FIRST ADVISORS NATIONAL, LLC

FIRST ADVISORS NATIONAL, LLC | FIRST AMERICAN NATIONAL INVESTMENT ADVISORS, LLC

CRD#: 166212 / SEC#: 801-77440

RIA

Registered Investment Advisory firm - (12/18/2012 Approved)

Georgia

Registered Investment Advisory firm - (3/22/2013 Terminated)

Illinois

Registered Investment Advisory firm - (1/22/2013 Terminated)

North Carolina

Registered Investment Advisory firm - (3/22/2013 Terminated)

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Contact information

Main Address

1372 Peachtree Street Ne, Atlanta, GA 30309

Mailing Address

Phone number

+1 (855) 326-7427

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAN ADVISORS FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,207
AUM (Assets Under Management)	$ 501,113,212

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffrey L. Elsing

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

INSTITUTE FOR WEALTH ADVISORS, INC.

INSTITUTE FOR WEALTH ADVISORS, INC.

AMERICAN GENERAL SECURITIES INCORPORATED

HORACE MANN INVESTORS, INC.

LINCOLN INVESTMENT

EAGLE ONE INVESTMENTS, LLC

CARDINAL INVESTMENTS, INC.

SII INVESTMENTS, INC.

RE-DIRECT SECURITIES CORP

INVESTMENT CENTERS OF AMERICA, INC.

Primary Firm SEC Registration

FIRST ADVISORS NATIONAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/2009

Series 63

Date: 6/19/1992

Series 7

Date: 8/14/1992

Current Firm

FIRST ADVISORS NATIONAL, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST ADVISORS NATIONAL, LLC

TRUST BUT VERIFY

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