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Inactive

Chase David Mitchell

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 2026-06-15
KY RA APPROVED 2025-11-06
IN RA APPROVED 2024-07-06
  • GA RA
    APPROVED
    Since 2026-06-15
  • KY RA
    APPROVED
    Since 2025-11-06
  • IN RA
    APPROVED
    Since 2024-07-06

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 Planning Group Llc Carmel IN 01/2023 Present
Costco Wholesale Castleton IN 03/2020 01/2023
Tank Industry Consultants Inc. Indianapolis IN 11/2018 08/2019
Human Capital Concepts. Llc Indianapolis IN 08/2018 11/2018
Hickeys Shaved Ice Fishers IN 01/2018 07/2021
Kroger Company Fishers IN 05/2017 01/2018
Ben & Ari's Fishers IN 09/2014 04/2017
Fishers High School Fishers IN 01/2014 05/2018
Ivy Tech State Colleg Noblesville IN 05/2018 10/2023
  • 01/2023 → Present
    Intrepid Financial Planning Group Llc
    Carmel, IN
  • 03/2020 → 01/2023
    Costco Wholesale
    Castleton, IN
  • 11/2018 → 08/2019
    Tank Industry Consultants Inc.
    Indianapolis, IN
  • 08/2018 → 11/2018
    Human Capital Concepts. Llc
    Indianapolis, IN
  • 01/2018 → 07/2021
    Hickeys Shaved Ice
    Fishers, IN
  • 05/2017 → 01/2018
    Kroger Company
    Fishers, IN
  • 09/2014 → 04/2017
    Ben & Ari's
    Fishers, IN
  • 01/2014 → 05/2018
    Fishers High School
    Fishers, IN
  • 05/2018 → 10/2023
    Ivy Tech State Colleg
    Noblesville, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-05
  • S65 Uniform Investment Adviser Law Examination
    2024-07-05

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

More in Carmel, IN

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