Intrepid Financial Planning Group, LLC

Intrepid Financial Planning Group, LLC (CRD# 112196) is a financial advisory firm headquartered in Indianapolis, IN. They manage $203,744,189 in 1,470 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    204
    MILLION
  • Total Number of Accounts
    1,470
    ACCOUNTS
  • Average Account Value
    $138,601
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, IN, KY, NE, OH, SC, TX

Financial Advisors at Intrepid Financial Planning Group, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Ronald E. Campbell
CRD#: 2559717
9200 Keystone Crossing, Suite 150, Indianapolis, IN 46240
96
Wealthminder
score

Ronald Campbell (CRD# 2559717) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Indianapolis, IN and has over 22 years of experience in the finance industry. Ronald Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas E. Adamczyk
CRD#: 3156895
9200 Keystone Crossing, Suite 150, Indianapolis, IN 46240
93
Wealthminder
score

Thomas Adamczyk (CRD# 3156895) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Indianapolis, IN and has over 16 years of experience in the finance industry.

3
Chad A. Bailey
CRD#: 3229281
9200 Keystone Crossing, Suite 150, Indianapolis, IN 46240
93
Wealthminder
score

Chad Bailey (CRD# 3229281) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Indianapolis, IN and has over 6 years of experience in the finance industry.

4
Douglas F. Bales
CRD#: 1858326
9200 Keystone Crossing, Suite 150, Indianapolis, IN 46240
93
Wealthminder
score

Douglas Bales (CRD# 1858326) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Indianapolis, IN and has over 28 years of experience in the finance industry.

5
Kelly A. Collier
CRD#: 4830706
9200 Keystone Crossing, Suite 150, Indianapolis, IN 46240
93
Wealthminder
score

Kelly Collier (CRD# 4830706) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Indianapolis, IN and has over 12 years of experience in the finance industry.

6
David H. Cropper
CRD#: 4471999
9200 Keystone Crossing, Suite 150, Indianapolis, IN 46240
93
Wealthminder
score

David Cropper (CRD# 4471999) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Indianapolis, IN and has over 15 years of experience in the finance industry.

7
Korine K. Dubish
CRD#: 4830789
7510 E. 82nd Street, Indianapolis, IN 46256
93
Wealthminder
score

Korine Dubish (CRD# 4830789) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Indianapolis, IN and has over 12 years of experience in the finance industry.

8
Julie L. Faas
CRD#: 4575599
9200 Keystone Crossing, Suite 150, Indianapolis, IN 46240
93
Wealthminder
score

Julie Faas (CRD# 4575599) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Indianapolis, IN and has over 14 years of experience in the finance industry.

9
Greg A. Haney
CRD#: 3231883
9200 Keystone Crossing, Suite 150, Indianapolis, IN 46240
93
Wealthminder
score

Greg Haney (CRD# 3231883) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Indianapolis, IN and has over 17 years of experience in the finance industry.

10
Jo Ann Hendryx
CRD#: 2368076
9200 Keystone Crossing, Suite 150, Indianapolis, IN 46240
93
Wealthminder
score

Jo Ann Hendryx (CRD# 2368076) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Indianapolis, IN and has over 23 years of experience in the finance industry.

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