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Douglas Francis Bales

Intrepid Financial Planning Group, LLC

Carmel, IN

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Current Employers
Intrepid Financial Planning Group, Llc

2454 E. 116Th Street, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-08-11
AZ RA APPROVED 2025-12-15
KY RA APPROVED 2025-11-06
CA RA APPROVED 2024-01-16
FL RA APPROVED 2024-01-16
MI RA APPROVED 2024-01-16
NY RA APPROVED 2024-01-09
VA RA APPROVED 2018-04-25
OH RA APPROVED 2013-01-07
TX RA APPROVED_RES 2008-01-24
IL RA APPROVED 2005-05-23
IN RA APPROVED 2000-01-14
  • GA RA
    APPROVED
    Since 2026-08-11
  • AZ RA
    APPROVED
    Since 2025-12-15
  • KY RA
    APPROVED
    Since 2025-11-06
  • CA RA
    APPROVED
    Since 2024-01-16
  • FL RA
    APPROVED
    Since 2024-01-16
  • MI RA
    APPROVED
    Since 2024-01-16
  • NY RA
    APPROVED
    Since 2024-01-09
  • VA RA
    APPROVED
    Since 2018-04-25
  • OH RA
    APPROVED
    Since 2013-01-07
  • TX RA
    APPROVED_RES
    Since 2008-01-24
  • IL RA
    APPROVED
    Since 2005-05-23
  • IN RA
    APPROVED
    Since 2000-01-14

Branch Locations

2454 E. 116Th Street, Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Intrepid Financial Carmel IN 02/2000 Present
  • 02/2000 → Present
    Intrepid Financial
    Carmel, IN
Other Businesses

WHITINGER FINANCIAL ADVISORS, MUNCIE IN RETIREMENT AND FINANCIAL PLANNING. IAR WITH INTREPID FINANCIAL PLANNING, INDPLS. IN

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-04-23
S63 Uniform Securities Agent State Law Examination 1988-07-22
  • S65 Uniform Investment Adviser Law Examination
    2002-04-23
  • S63 Uniform Securities Agent State Law Examination
    1988-07-22

View on SEC IAPD

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Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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