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
- Website
- intrepidfinancial.com
- Industry
- Investment Management
- Employees
- 7
- Founded
- 1998
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll 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 | Location | Contact |
|---|---|---|---|
| Brian Thomas | Intrepid | Bellingham, Washington, United States |
Email
|
| Chad Bailey, Mba | Investment and Wealth Manager | Indianapolis, Indiana, United States |
Email
|
| Jenifer Mitchell | Office Manager at Intrepid Financial | Indianapolis, Indiana, United States |
Email
Phone
|
| Craig Mcbarnes | Wealth Advisor | Palm Desert, California, United States |
Email
Phone
|
Employees by Management Level
Manager
3 profiles
Individual contributor
2 profiles
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 1 |