Intrepid Financial Planning Group, LLC

Intrepid Financial Planning Group, LLC (CRD# 112196) is a financial advisory firm headquartered in Carmel, IN. They manage $316,089,417 in 1,379 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
2454 E. 116th Street, Carmel, IN 46032
https://twitter.com/intrepidf
By the Numbers
  • Total Assets Under Management
    316
    MILLION
  • Total Number of Accounts
    1,379
    ACCOUNTS
  • Average Account Value
    $229,216
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, IN, MI, NE, NY, OH, SC, TN, TX, VA

Financial Advisors at Intrepid Financial Planning Group, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Thomas Adamczyk, financial advisor Carmel IN
Thomas E. Adamczyk
CRD#: 3156895
2454 E. 116th Street, Carmel, IN 46032

Thomas Adamczyk (CRD# 3156895) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Carmel, IN and has over 23 years of experience in the finance industry.

2
Chad Bailey, financial advisor Carmel IN
Chad A. Bailey
CRD#: 3229281
2454 E. 116th Street, Carmel, IN 46032

Chad Bailey (CRD# 3229281) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Carmel, IN and has over 13 years of experience in the finance industry.

3
Douglas Bales, financial advisor Carmel IN
Douglas F. Bales
CRD#: 1858326
2454 E. 116th Street, Carmel, IN 46032

Douglas Bales (CRD# 1858326) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Carmel, IN and has over 35 years of experience in the finance industry.

4
Ronald Campbell, financial advisor Carmel IN
Ronald E. Campbell
CRD#: 2559717
2454 E. 116th Street, Carmel, IN 46032

Ronald Campbell (CRD# 2559717) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Carmel, IN and has over 29 years of experience in the finance industry.

5
Kelly Collier, financial advisor Carmel IN
Kelly A. Collier
CRD#: 4830706
2454 E. 116th Street, Carmel, IN 46032

Kelly Collier (CRD# 4830706) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Carmel, IN and has over 19 years of experience in the finance industry.

6
David Cropper, financial advisor Carmel IN
David H. Cropper
CRD#: 4471999
2454 E. 116th Street, Carmel, IN 46032

David Cropper (CRD# 4471999) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Carmel, IN and has over 22 years of experience in the finance industry.

7
Julie Faas, financial advisor Indianapolis IN
Julie L. Faas
CRD#: 4575599
9200 Keystone Crossing, Suite 150, Indianapolis, IN 46240

Julie Faas (CRD# 4575599) 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.

8
Greg Haney, financial advisor Carmel IN
Greg A. Haney
CRD#: 3231883
2454 E. 116th Street, Carmel, IN 46032

Greg Haney (CRD# 3231883) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Carmel, IN and has over 24 years of experience in the finance industry.

9
Jo Ann Hendryx, financial advisor Indianapolis IN
Jo Ann Hendryx
CRD#: 2368076
9200 Keystone Crossing, Suite 150, Indianapolis, IN 46240

Jo Ann Hendryx (CRD# 2368076) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Indianapolis, IN and has over 30 years of experience in the finance industry.

10
Korine Larson, financial advisor Carmel IN
Korine K. Larson
CRD#: 4830789
2454 E. 116th Street, Carmel, IN 46032

Korine Larson (CRD# 4830789) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Carmel, IN and has over 19 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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