Financial Advisor

Wealth Advisor JT Wenglikowski, CFP®

JT brings creativity and dedication to the forefront of our wealth advisory services. With a background in finance and a commitment to excellence, he plays a pivotal role in guiding our clients towards their financial goals.

JT has been instrumental in EFP’s financial planning process, implementing diverse strategies to ensure client success. His proficiency extends to serving select high net worth individuals and families with comprehensive wealth and asset management solutions. JT’s primary focus is demonstrating leadership and empowering clients to make informed financial decisions.

JT’s journey with Elser Financial began after graduating with honors from Ball State University, where he earned his degree in finance. JT resides in the historic north side of Indianapolis.

more about JT
  • Certified Financial Planner Board of Standards, Inc., CERTIFIED FINANCIAL PLANNER™ certificant
  • FINRA Series 65 Investment Advisor Representative
  • Ball State University, (B.S. Finance, Magna Cum Laude)
  • Wealth Advisor, Elser Financial Planning, Inc.
  • Associate Advisor, Elser Financial Planning, Inc. 
  • Intern, Steinhofer & Associates 
  • Member, National Association of Personal Financial Advisors (NAPFA)
  • Member, Financial Planning Association
Our Team is What Makes Us Different . . .

Each and every member of our team serves a critical role in who we are as a company. We’ve chosen to partner with like-minded professionals who value excellence, integrity, and equality of service. We hope you’ll contact us to learn more about our team and how we may be able to help you reach your financial goals!

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Financial Advisor