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Joan K Locke

INTREPID FINANCIAL PLANNING GROUP, LLC·CARMEL, Indiana
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2454 E. 116TH STREET, CARMEL, IN 46032CRD# 7118830Firm CRD# 112196
01

About

Joan K Locke 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
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
View all advisors at INTREPID FINANCIAL PLANNING GROUP, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7118830
Firm CRD# 112196
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joan K Locke offer?
Joan K Locke specializes in Investment Management, Fee-Only Advisory. Contact their office in CARMEL, Indiana for a consultation.
What are Joan K Locke's credentials?
Joan K Locke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joan K Locke located?
Joan K Locke 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 Joan K Locke charge for services?
Joan K Locke'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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Nearby cities in Indiana
INDIANAPOLIS (397)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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