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 11 - 13 of 13 top financial advisors.
11
Robert Wagler, financial advisor Indianapolis IN
Robert D. Wagler
CRD#: 2289912
9200 Keystone Crossing, Suite 150, Indianapolis, IN 46240

Robert Wagler (CRD# 2289912) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Indianapolis, IN and has over 31 years of experience in the finance industry.

12
Nikki Wheeler, financial advisor Indianapolis IN
Nikki G. Wheeler
CRD#: 2818727
9200 Keystone Crossing, Suite 150, Indianapolis, IN 46240

Nikki Wheeler (CRD# 2818727) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Indianapolis, IN and has over 27 years of experience in the finance industry.

13
James Whitcraft, financial advisor Carmel IN
James R. Whitcraft
CRD#: 5571097
2454 E. 116th Street, Carmel, IN 46032

James Whitcraft (CRD# 5571097) is an Investment Advisor Representative working at Intrepid Financial Planning Group, LLC in Carmel, IN and has over 15 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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