# INTREPID FINANCIAL PLANNING GROUP, LLC

INTREPID FINANCIAL PLANNING GROUP, LLC of CARMEL, IN is an SEC-registered investment adviser.

## Registration

- CRD: 112196
- Type: SEC-registered investment adviser
- SEC file number: 801-61020
- Location: 2454 E. 116TH STREET, CARMEL, IN, 46032
- Phone: 317-818-1776
- Latest filing: 2026-05-06
- Regulatory AUM: $390.4M
- Discretionary AUM: $390.4M
- Clients: 3
- Accounts: 1,457

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Donald Behrmann | MEMBER | — |
| Greg Alan Haney | PRESIDENT | — |
| Joan K Locke | PRINCIPAL OWNER | — |
| Chad Alan Bailey | CHIEF COMPLIANCE OFFICER | — |
| LOCKE RICHARD KEITH | CHIEF COMPLIANCE OFFICER; PRINCIPAL; PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| BRYAN ALICE JEAN | PRINCIPAL | — |
| BEHRMANN DONALD | MEMBER | — |
| HANEY GREG ALAN | PRESIDENT | — |
| GILLIGAN JOHN MARTIN | SECRETARY, TREASURER | — |
| Locke Joan K | PRINCIPAL OWNER | — |
| BAILEY CHAD ALAN | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2004-11-17 | regulatory | DIVISION OF SECURITIES, STATE OF UTAH, WAS NOT NOTIFIED BY INTREPID FINANCIAL PLANNING GROUP LLC THAT ONE OF ITS IARS HAD SUCCESSFULLY PASSED THE SERIES 65 EXAMINATION. | Final | $5K |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112196/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112196/similar
- Related entities: https://search.stillhousedata.com/firm/112196/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112196

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.