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Greg Alan Haney

Intrepid Financial Planning Group, LLC

Carmel, IN

CRD 3231883

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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
NY RA APPROVED 2024-01-09
VA RA APPROVED 2018-04-25
TX RA APPROVED_RES 2017-09-28
IN RA APPROVED 2000-01-14
  • NY RA
    APPROVED
    Since 2024-01-09
  • VA RA
    APPROVED
    Since 2018-04-25
  • TX RA
    APPROVED_RES
    Since 2017-09-28
  • 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
Haney Cpa Group Indianapolis IN 01/1986 Present
Intrepid Financial Planning Indianapolis IN 12/1999 Present
  • 01/1986 → Present
    Haney Cpa Group
    Indianapolis, IN
  • 12/1999 → Present
    Intrepid Financial Planning
    Indianapolis, IN
Other Businesses

HANEY CPA GROUP INDIANAPOLIS CPA HANEY FINANCIAL PLANNING, INVESTMENT ADVICE H&G INC. OWNER AND CEO HOLDING COMPANY LOCATED IN INDIANAPOLIS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-08-17
  • S63 Uniform Securities Agent State Law Examination
    1999-08-17

View on SEC IAPD

Nearby Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.

Nearby Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN

More in Carmel, IN

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