Best Investors Account Sign in
Employer firm

Intrepid Financial Planning Group, LLC CRD 112196

$390M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Intrepid Financial Planning Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-01-16
  • IN RA
    APPROVED
    Since 2025-01-16

Branch Locations

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

Legacy Financial Planners Llc

961 Keystone Way, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2000-02-02
  • IN RA
    APPROVED
    Since 2000-02-02

Branch Locations

961 Keystone Way, 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 Planning Group Llc Carmel IN 01/2000 Present

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Carmel, IN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor