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JF

Julie L. Faas

INTREPID FINANCIAL PLANNING GROUP
INDIANAPOLIS, IN 46240
Some features on this profile are disabled
CRD#: 4575599
JF

Professional summary

Julie Lynne Faas MRS. is a registered financial advisor currently at INTREPID FINANCIAL PLANNING GROUP, LLC located in Indianapolis, Indiana.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Julie has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Lynne Faas MRS.'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

April 1, 2002 - Present

INTREPID FINANCIAL PLANNING GROUP, LLC

Office #1: 9200 Keystone Crossing Suite 150, Indianapolis, IN 46240
RIA
CRD#: 112196
INDIANAPOLIS, IN

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".
IF
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
(4/1/2002)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/20/2002
Uniform Investment Adviser Law Examination

Current Firm

IF
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
3

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,407
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.

Company Information

INTREPID FINANCIAL PLANNING GROUP, LLC

CRD#: 112196Indianapolis, IN 46240

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