Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Intrepid Financial Planning Group, LLC financial advisors in Indiana

Every SEC-registered investment adviser representative at a Intrepid Financial Planning Group, LLC office in Indiana, by city and A to Z.

The short answer

8 registered advisors work at Intrepid Financial Planning Group, LLC in Indiana, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Carmel (5). 1 list the CFP designation and 2 are also registered broker representatives.

Intrepid Financial Planning Group, LLC advisors by city in Indiana

Every firm in Indiana →

Carmel 5Indianapolis 3

Intrepid Financial Planning Group, LLC advisors in Indiana, A to Z

Search by name →

Intrepid Financial Planning Group, LLC advisors in every state →Intrepid Financial Planning Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Intrepid Financial Planning Group, LLC financial advisors are in Indiana?

8 investment adviser representatives are registered at Intrepid Financial Planning Group, LLC offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.

Where in Indiana does Intrepid Financial Planning Group, LLC have the most advisors?

Carmel, with 5, then Indianapolis (3). Intrepid Financial Planning Group, LLC has advisors in 2 cities in Indiana.

How do I check a Intrepid Financial Planning Group, LLC advisor in Indiana?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Intrepid Financial Planning Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.