Nikki
Wheeler

Intrepid Financial Planning Group, LLC

CRD#2818727
Investment Advisor
in Indianapolis, IN

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About this Advisor

Nikki Wheeler is a financial advisor working in Indianapolis, Indiana who has 17 years of industry experience. Wheeler is currently employed by Intrepid Financial Planning Group, LLC. Throughout their career, Wheeler has worked at Nikki Wheeler, Cpa, Intrepid Financial Planning and Morris Group. Wheeler maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Indiana. Intrepid Financial Planning Group, LLC is an advisory business that has its headquarters in Carmel, IN. The firm has offices in seven locations and just two people on staff. It handles $273 million in total assets across its 1,353 customer accounts, placing it among the mid-sized firms in the United States by assets under management. The firm provides services to three charitable organizations. Of its 1,353 accounts, just 12% belong to high-net-worth individuals who have more than $1 million in investable assets. Intrepid Financial Planning Group, Llc offers portfolio management for individuals and small businesses. A financial advisor's fees depend on which services are provided. However, fees billed by Intrepid Financial Planning Group, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

9200 Keystone Crossing Suite 150
Indianapolis, IN 46240

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Intrepid Financial Planning Group, LLC Brokerage Details

Total Assets Under Management

$273,165,984

IN Average: $1,347,246,178
Total Number of Employees

2

IN Average: 46
Total Number of Accounts

1,353

IN Average: 1,775
Average Account Size

$201,897

IN Average: $759,012

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Nikki Wheeler Work History

Nikki has been registered as a financial advisor for 17 years.*

2004 - Present (20 years)

Morris Group

1999 - Present (25 years)

Intrepid Financial Planning

1991 - Present (33 years)

Nikki Wheeler, Cpa

*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 Nikki Wheeler 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

Chad Bailey
Carmel, IN
Korine Larson
Carmel, IN
James Whitcraft
Carmel, IN
Kelly Collier
Carmel, IN
Douglas Bales
Carmel, IN
Julie Faas
Indianapolis, IN
David Cropper
Carmel, IN
Nikki Wheeler
Indianapolis, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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