Intrepid Financial, LLC

Intrepid Financial, LLC

Investment Management 9200 Keystone Crossing 7 employees
Employees
7
Contacts
4
Emails
4
Phones
2

Intrepid Financial, LLC Overview

Headquarters
9200 Keystone Crossing
Industry
Investment Management
Employees
7
Founded
1998
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Intrepid Financial, LLC

Formed in 1998, Intrepid Financial Planning Group is a fee-only based Registered Investment Advisor (RIA). We offer investment advisory services on a discretionary basis, and are registered with the United States Securities and Exchange Commission (SEC) under the Investment Advisor Act of 1940. In addition, we are registered in Indiana, Illinois, Ohio, Kentucky, Florida, California, Nevada, Utah, Nebraska, and Texas. Communication is strictly intended for individuals residing in the states listed above. No offers may be made to or accepted from anyone outside the specified states referenced. All information listed is for informational purposes only. It is not to be construed as tax, legal, or investment advice. In addition, the information on this site has not been approved or otherwise endorsed by the United States Securities and Exchange Commission (SEC) or by any state securities authority. Additional information about Intrepid Financial Planning Group is also available on the United States Securities and Exchange Commission's (SEC) website at: www.adviserinfo.sec.gov.

Intrepid Financial, LLC Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Intrepid Financial, LLC Org Chart

Sample employees and titles
Name Title Contact
Brian Thomas Intrepid
Email
Chad Bailey, Mba Investment and Wealth Manager
Email
Jenifer Mitchell Office Manager at Intrepid Financial
Email Phone
Craig Mcbarnes Wealth Advisor
Email Phone

Employees by Management Level

Manager 3 profiles
Individual contributor 2 profiles
Intern / trainee 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 3 3 1

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