David H. Cropper
Professional summary
David Henry Cropper is a registered financial advisor currently at INTREPID FINANCIAL PLANNING GROUP, LLC located in Carmel, Indiana.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. David has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Henry Cropper's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 27, 2002 - Present
INTREPID FINANCIAL PLANNING GROUP, LLC
Office #1: 2454 E. 116th Street, Carmel, IN 46032January 2, 2004 - January 6, 2009
MORRIS GROUP, INC.
January 21, 2003 - December 31, 2003
WATERSTONE FINANCIAL GROUP, INC.
November 8, 2001 - January 8, 2003
MORRIS GROUP, INC.
Primary Firm SEC Registration
INTREPID FINANCIAL PLANNING GROUP, LLC
CRD#: 112196 / SEC#: 801-61020
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/27/2002)
(7/23/2021)
Exams
Current Firm
INTREPID FINANCIAL PLANNING GROUP, LLC
CRD#: 112196 / SEC#: 801-61020
Contact information
SEC notice filing (12 States and Territories)
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.
