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INTREPID FINANCIAL PLANNING GROUP, LLC
INTREPID FINANCIAL PLANNING GROUP, LLC
CARMEL, Indiana
·
5 registered advisors
·
CRD# 112196
SEC# 801-61020
7
317-818-1776
01
Firm Overview
AUM
$316M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at INTREPID FINANCIAL PLANNING GROUP, LLC
5 registered advisors
Chad Alan Bailey
CARMEL, Indiana
CRD# 3229281
Donald Behrmann
CARMEL, Indiana
CRD# 5474597
Greg Alan Haney
CARMEL, Indiana
CRD# 3231883
Joan K Locke
CARMEL, Indiana
CRD# 7118830
Richard Keith Locke
CARMEL, Indiana
CRD# 1454409
05
Office Locations
CARMEL, Indiana
5 advisors
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Data sourced from SEC Form ADV filings. INTREPID FINANCIAL PLANNING GROUP, LLC (CRD# 112196) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.