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Chad Alan Bailey

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
KY RA APPROVED 2025-11-06
NY RA APPROVED 2024-01-09
FL RA APPROVED 2019-05-28
IL RA APPROVED 2019-05-16
VA RA APPROVED 2019-04-30
OH RA APPROVED 2011-07-05
IN RA APPROVED 2010-07-16
  • KY RA
    APPROVED
    Since 2025-11-06
  • NY RA
    APPROVED
    Since 2024-01-09
  • FL RA
    APPROVED
    Since 2019-05-28
  • IL RA
    APPROVED
    Since 2019-05-16
  • VA RA
    APPROVED
    Since 2019-04-30
  • OH RA
    APPROVED
    Since 2011-07-05
  • IN RA
    APPROVED
    Since 2010-07-16

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 Indianapolis IN 05/2010 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-14
  • S65 Uniform Investment Adviser Law Examination
    2010-07-14
Other Names
  • Chad Bailey

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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