Kelly
Collier
Intrepid Financial Planning Group, LLC
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About this Advisor
Kelly Collier is a financial advisor based in Carmel, Indiana, working with Intrepid Financial Planning Group, LLC. Kelly has previously held a position at Haney Cpa Group Pc. Kelly has passed the Series 66 regulatory exam and is registered to provide services in Indiana and South Carolina. Currently, Kelly is part of Intrepid Financial Planning Group, LLC, which operates out of Carmel, Indiana. The firm has 7 offices and 2 employees. The firm manages assets totaling $316.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Intrepid Financial Planning Group, LLC includes asset-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Intrepid Financial Planning Group, LLC Brokerage Details
$316,089,417
2
1,379
$229,216
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Kelly Collier Work History
Haney Cpa Group Pc
Disclosures
Please visit the SEC profile of Kelly Collier 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
Indianapolis, IN
Carmel, IN
Indianapolis, IN
Indianapolis, IN
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