Intrepid Financial, Llc

Intrepid Financial, Llc company information, Employees & Contact Information

Updated June 2026

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Intrepid Financial, Llc is a Investment Management company and founded in 1998. It has approximately 7 employees on record. Contact data was last refreshed in June 2026. Find Intrepid Financial, Llc's verified employee emails, phone numbers, headquarters address, and key decision makers below.

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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.

Company Details

Employees
7
Founded
1998
Address
9200 Keystone Crossing,
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
Website
intrepidfinancial.com
Keywords
IRA's - Traditional, Rollover, ROTH, SEP, Simple, 401(K) Plans, Non-Qualified & Joint Investment Accounts, Trust Investment Accounts.
HQ
Indianapolis, IN
Competitors
IntrepidGS.
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