Greg A. Haney

INTREPID FINANCIAL PLANNING GROUP

Carmel, IN 46032

Some features on this profile are disabled

CRD#: 3231883

Professional summary

Greg Alan Haney is a registered financial advisor currently at INTREPID FINANCIAL PLANNING GROUP, LLC located in Carmel, Indiana.

Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Greg has worked at 3 firms and has passed the Series 63 and Series 7 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.

HANEY CPA GROUP INDIANAPOLIS CPA HANEY FINANCIAL PLANNING, INVESTMENT ADVICE H&G INC. OWNER AND CEO HOLDING COMPANY LOCATED IN INDIANAPOLIS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Alan Haney'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®

None

Experience

Current

January 14, 2000 - Present

INTREPID FINANCIAL PLANNING GROUP, LLC

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

RIA

CRD#: 112196

Carmel, IN

Past

January 8, 2004 - December 31, 2006

MORRIS GROUP, INC.

CRD#: 13181

INDIANAPOLIS, IN

Past

August 12, 1999 - December 31, 2003

WATERSTONE FINANCIAL GROUP, INC.

CRD#: 10078

BOSTON, MA

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.

Highlighted states indicate IAR registrations

IAR

Indiana
(1/14/2000)

IAR

New York
(1/9/2024)

IAR

Texas
(9/28/2017)

IAR

Virginia
(4/25/2018)

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.

Exams

State Security Law Exam

Series 63

Date: 8/17/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/12/1999

General Securities Representative Examination

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

John Cooke

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

Brian Cooke

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

Tammy Williams

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Greg A. Haney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Alan Haney's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTREPID FINANCIAL PLANNING GROUP, LLC

MORRIS GROUP, INC.

WATERSTONE FINANCIAL GROUP, INC.

Primary Firm SEC Registration

INTREPID FINANCIAL PLANNING GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/17/1999

Series 7

Date: 8/12/1999

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

Similar Advisors