Julie
Faas
Intrepid Financial Planning Group, LLC
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About this Advisor
Julie Faas is a financial advisor operating in Indianapolis, Indiana with a total of 21 years of relevant experience. Faas is currently employed by Intrepid Financial Planning Group, LLC. They have spent all of their career at Intrepid Financial Planning Group, Llc. Faas maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Indiana. Intrepid Financial Planning Group, LLC is a registered investment company operating out of Carmel, IN. The investment advisory business has offices in seven locations and just two advisors. It controls $273 million in assets under management between its 1,353 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm serves three charitable organizations. Of its 1,353 client accounts, just 12% are associated with high-net-worth investors who have more than $1 million in investable assets. The company provides portfolio management for individuals and small businesses. Fees for financial advice are based on which services the firm provides the client. Fees charged by Intrepid Financial Planning Group, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Intrepid Financial Planning Group, LLC Brokerage Details
$273,165,984
2
1,353
$201,897
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Julie Faas Work History
Julie has been registered as a financial advisor for 21 years.*
Intrepid Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Julie Faas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Intrepid Financial Planning Group, LLC
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Indianapolis, IN
Carmel, IN
Indianapolis, IN
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