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INTREPID FINANCIAL PLANNING GROUP, LLC

CARMEL, IN · CRD 112196 · IAPD ↗ · 317-818-1776

$390.4MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — INTREPID FINANCIAL PLANNING GROUP, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — INTREPID FINANCIAL PLANNING GROUP, LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2024 — INTREPID FINANCIAL PLANNING GROUP, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.