Korine
Larson
Intrepid Financial Planning Group, LLC
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About this Advisor
Korine Larson is a financial advisor based out of Carmel, Indiana with 17 years of industry experience. Larson currently works for Intrepid Financial Planning Group, LLC. They have worked at Intrepid Financial Planning Group, Llc for their whole career. Larson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California and Indiana. Intrepid Financial Planning Group, LLC is an advisory firm that has its headquarters in Carmel, IN. It has offices in seven locations and just two employees. It controls $273 million in assets across its 1,353 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm advises three charitable organizations. Of its 1,353 accounts, just 12% belong to high-net-worth investors who have at least $1 million in assets available to invest. Intrepid Financial Planning Group, Llc offers portfolio management for individuals and small businesses. Fees for financial advice usually vary depending on which services the firm provides the client. Fee types billed 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
Korine Larson Work History
Korine has been registered as a financial advisor for 17 years.*
Haney Group Cpa'S
*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 Korine Larson 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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