Unclaimed Profile

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

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.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

INTREPID FINANCIAL PLANNING GROUP, LLC

AUM

$316M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INTREPID FINANCIAL PLANNING GROUP, LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 3229281

Firm CRD# 112196

View on FINRA BrokerCheck →

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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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