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Intrepid Financial Planning Group, LLC Employee Directory

Investment ManagementIndiana, United States2-10 Employees

Intrepid Financial Planning Group, LLC is a fee-only investment advisory firm that provides discretionary investment management services. Formed in 1998, it operates as a Registered Investment Advisor under the Investment Advisers Act of 1940 and is registered with the SEC. The firm is based in Carmel, Indiana, and maintains a small professional team.

It is registered to serve clients in Indiana, Illinois, Ohio, Kentucky, Florida, California, Nevada, Utah, Nebraska, and Texas, with communications directed to residents of those states. The firm notes that its materials are informational and not tax, legal, or investment advice, and that neither the SEC nor any state securities authority endorses its information. Additional information about the firm is available on the SEC's Adviser Information Database.

Find Intrepid Financial Planning Group, LLC employees' phone numbers or email addresses

Intrepid Financial Planning Group, LLC Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Intrepid Financial Planning Group, LLC's Leadership

  • Stylized image of a person
    J. B.
    Principal
    Phone icon
    Mobile Phone

Intrepid Financial Planning Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Intrepid Financial Planning Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. B.
    Principal
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Intrepid Financial Planning Group, LLC known for?

Minus sign iconPlus sign iconIntrepid Financial Planning Group, LLC was founded in 1998 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-317-818-****
. Explore Intrepid Financial Planning Group, LLC's company overview page for more information.

What is Intrepid Financial Planning Group, LLC's most common email format?

Minus sign iconPlus sign iconIntrepid Financial Planning Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Intrepid Financial Planning Group, LLC email formats with LeadIQ.

How many employees does Intrepid Financial Planning Group, LLC have currently?

Minus sign iconPlus sign iconIntrepid Financial Planning Group, LLC has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Intrepid Financial Planning Group, LLC's key employees and leadership?

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As of August 2026, Intrepid Financial Planning Group, LLC's key employees include:

  • Principal: J. B.

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