Ronald E. Campbell

INTREPID FINANCIAL PLANNING GROUP

Carmel, IN 46032

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CRD#: 2559717

Professional summary

Ronald Eugene Campbell, CFP® is a registered financial advisor currently at INTREPID FINANCIAL PLANNING GROUP, LLC located in Carmel, Indiana and MORRIS GROUP, INC. located in Indianapolis, Indiana.

Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Ronald has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

TAX & ACCOUNTING SERVICES AND FINANCIAL PLANNING ALSO AN IA FRO INTREPID AND RIA FIRM

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Eugene Campbell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

October 24, 2001 - Present

INTREPID FINANCIAL PLANNING GROUP, LLC

Office #1: 2454 E. 116th Street, Carmel, IN 46032

RIA

CRD#: 112196

Carmel, IN

Current

January 3, 2004 - Present

MORRIS GROUP, INC.

Office #1: 8250 Haverstick Rd #250, Indianapolis, IN 46240Office #2: 8445 Keystone Xing Suite 240, Indianapolis, IN 46240

CRD#: 13181

Indianapolis, IN

Past

March 19, 2002 - January 4, 2007

BIECHELE ROYCE ADVISORS, INC.

RIA

CRD#: 120742

INDIANAPOLIS, IN

Past

July 30, 1998 - December 31, 2003

WATERSTONE FINANCIAL GROUP, INC.

CRD#: 10078

BOSTON, MA

Past

December 1, 1994 - July 28, 1998

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTREPID FINANCIAL PLANNING GROUP, LLC

ALICE JEAN BRYAN | INTREPID FINANCIAL PLANNING GROUP, LLC | INTREPID FINANCIAL LLC | INTREPID EMPLOYEE BENEFITS

CRD#: 112196 / SEC#: 801-61020

RIA

Registered Investment Advisory firm - (4/9/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(11/17/2009)

IAR

Florida
(1/4/2016)

IAR

Indiana
(10/24/2001)

Indiana
(1/3/2004)

IAR

New York
(1/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/1/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/18/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/30/1994

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

INTREPID FINANCIAL PLANNING GROUP, LLC

ALICE JEAN BRYAN | INTREPID FINANCIAL PLANNING GROUP, LLC | INTREPID FINANCIAL LLC | INTREPID EMPLOYEE BENEFITS

CRD#: 112196 / SEC#: 801-61020

RIA

Registered Investment Advisory firm - (4/9/2002 Approved)

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Contact information

Main Address

2454 E. 116th Street, Carmel, IN 46032

Mailing Address

Phone number

(317) 818-1776

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTREPID FINANCIAL PLANNING GROUP - ADV, PART 2A 2025 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,407
AUM (Assets Under Management)	$ 354,978,804

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Ronald E. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Eugene Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORRIS GROUP, INC.

BIECHELE ROYCE ADVISORS, INC.

WATERSTONE FINANCIAL GROUP, INC.

NATIONAL PLANNING CORPORATION

Primary Firm SEC Registration

INTREPID FINANCIAL PLANNING GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/1/1994

SIE

Date: 10/1/2018

Series 7

Date: 6/18/1998

Series 6

Date: 11/30/1994

FINRA

Current Firm

INTREPID FINANCIAL PLANNING GROUP, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTREPID FINANCIAL PLANNING GROUP, LLC

TRUST BUT VERIFY

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