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Chad Alan Bailey

INTREPID FINANCIAL PLANNING GROUP, LLC·CARMEL, Indiana
INTREPID FINANCIAL PLANNING GROUP, LLC
2454 E. 116TH STREET, CARMEL, IN 46032CRD# 3229281Firm CRD# 112196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chad Alan Bailey · CARMEL, IN
Registration
CRD #3229281 · INTREPID FINANCIAL PLANNING GROUP, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Chad Alan Bailey is a registered financial advisor based in CARMEL, Indiana, affiliated with INTREPID FINANCIAL PLANNING GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
INTREPID FINANCIAL PLANNING GROUP, LLC
INTREPID FINANCIAL PLANNING GROUP, LLC
AUM
$316M
Regulatory assets under management
Employees
2
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3229281
Firm CRD# 112196
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chad Alan Bailey offer?
Chad Alan Bailey specializes in Investment Management, Fee-Only Advisory. Contact their office in CARMEL, Indiana for a consultation.
What are Chad Alan Bailey's credentials?
Chad Alan Bailey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Alan Bailey located?
Chad Alan Bailey is based in CARMEL, Indiana, working with INTREPID FINANCIAL PLANNING GROUP, LLC. Their office serves clients in the CARMEL metropolitan area and surrounding communities.
How does Chad Alan Bailey charge for services?
Chad Alan Bailey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTREPID FINANCIAL PLANNING GROUP, LLC?
INTREPID FINANCIAL PLANNING GROUP, LLC has approximately 2 employees and manages $316M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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