INTREPID FINANCIAL PLANNING GROUP, LLC
CRD #112196 SEC #801-61020 CARMEL, IN 317-818-1776
SEC Registered
Total AUM
$355M
Discretionary
$355M
Employees
3
Clients
0
Accounts
1,407
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 6, 2025
- Branch Offices
- 7
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAILEY, CHAD, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILEY, CHAD, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILEY, CHAD, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILEY, CHAD, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILEY, CHAD, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILEY, CHAD, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILEY, CHAD, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILEY, CHAD, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILEY, CHAD, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILEY, CHAD, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILEY, CHAD, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILEY, CHAD, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILEY, CHAD, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILEY, CHAD, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILEY, CHAD, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILEY, CHAD, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILEY, CHAD, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BAILEY, CHAD, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL | D | Control |
| LOCKE, RICHARD, KEITH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL | D | Control |
| LOCKE, RICHARD, KEITH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL | D | Control |
| LOCKE, RICHARD, KEITH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL | D | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL | D | Control |
| Locke, Joan, K | I | PRINCIPAL OWNER | D | Control |
| Locke, Joan, K | I | PRINCIPAL OWNER | D | Control |
| Locke, Joan, K | I | PRINCIPAL OWNER | D | Control |
| Locke, Joan, K | I | PRINCIPAL OWNER | D | Control |
| Locke, Joan, K | I | PRINCIPAL OWNER | D | Control |
| Locke, Joan, K | I | PRINCIPAL OWNER | D | Control |
| Locke, Joan, K | I | PRINCIPAL OWNER | D | Control |
| Locke, Joan, K | I | PRINCIPAL OWNER | D | Control |
| Locke, Joan, K | I | PRINCIPAL OWNER | D | Control |
| Locke, Joan, K | I | PRINCIPAL OWNER | D | Control |
| Locke, Joan, K | I | PRINCIPAL OWNER | D | Control |
| Locke, Joan, K | I | PRINCIPAL OWNER | D | Control |
| Locke, Joan, K | I | PRINCIPAL OWNER | D | Control |
| Locke, Joan, K | I | PRINCIPAL OWNER | D | Control |
| Locke, Joan, K | I | PRINCIPAL OWNER | D | Control |
| Locke, Joan, K | I | PRINCIPAL OWNER | D | Control |
| Locke, Joan, K | I | PRINCIPAL OWNER | D | Control |
| Locke, Joan, K | I | PRINCIPAL OWNER | D | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| LOCKE, RICHARD, KEITH | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | C | Control |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| WHITINGER FINANCIAL, LLC | DE | MEMBER | B | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BCB, LLC | DE | MEMBER | A | |
| BRYAN, ALICE, JEAN | I | PRINCIPAL | A | |
| BRYAN, ALICE, JEAN | I | PRINCIPAL | A | |
| BRYAN, ALICE, JEAN | I | PRINCIPAL | A | |
| BRYAN, ALICE, JEAN | I | PRINCIPAL | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A | |
| HANEY FINANCIAL, INC. | DE | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| BEHRMANN, DONALD | I | BCB, LLC | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| HANEY, GREG, ALAN | I | HANEY FINANCIAL, INC. | D | Control |
| GILLIGAN, JOHN, MARTIN | I | HANEY FINANCIAL, INC. | C | Control |
| GILLIGAN, JOHN, MARTIN | I | HANEY FINANCIAL, INC. | C | Control |
| GILLIGAN, JOHN, MARTIN | I | HANEY FINANCIAL, INC. | C | Control |
Registrations
Federal
IA
Nov 6, 2025 REGISTERED
Notice Filings (17)
AZ CA CO FL IL IN KY MI NE NV NY OH SC TN TX UT VA
Address
2454 E. 116TH STREETCARMEL, IN 46032
United States
Phone: 317-818-1776