Intrepid Financial, LLC




 

About Intrepid

HISTORY

 

Often asked, Intrepid Financial was not named after the car.  Rather, our company was named after the aircraft carrier, USS Intrepid.  Our founder and lead portfolio manager, Richard K. Locke, was a crew member on the ship for 4 years while serving in the United States Navy.  The ship was commissioned in 1943 and served our country until 1974.  The USS Intrepid now serves as a historic museum in New York Harbor.

 

Mr. Locke is a former practicing CPA who started providing advisory and planning services to clients in 1988.  Intrepid Financial was formed in 1998.


ADVISORY SERVICES

 

Intrepid Financial Planning Group, LLC (IFPG) is a fee-only based investment advisory firm registered with the United States Securities and Exchange Commission (SEC).  IFPG is not a mutual fund or hedge fund.  Client monies and accounts are not co-mingled with other client monies or accounts.  IFPG customizes each client portfolio in an attempt to match the client's goals, risk tolerance, and expectations.  IFPG utilizes both financial and non-financial information from clients in the customization process.  Client portfolios are monitored and periodically adjusted.

 

IFPG investment advisory services are provided on a discretionary basis.  Discretionary means clients give IFPG permission to buy and sell investments at IFPG's discretion without having to consult the client in advance of the transaction.  

Although IFPG advisory services are provided on a discretionary basis, IFPG recognizes it is the client's money.  Accordingly, clients are free to request IFPG to refrain from including certain types or categories of investments in their portfolio.  Advisory clients are also free to request IFPG to include a specific investment in their portfolio or request IFPG to analyze and provide an opinion on an investment they are considering for inclusion.

 

While IFPG advisors may be located in various communities, they all receive close support from our headquarters in Indianapolis.

INTREPID CREW

 

Indianapolis Headquarters

Richard K. Locke, Lead Portfolio Manager/Principal

Chad A. Bailey, Financial Advisor

Julie Faas, Operations Manager

Julie Fife, Office Manager

Jenifer Mitchell, Office Manager

 

Investment Advisor Representatives

Thomas Adamczyk - Crown Point, IN

Douglas F. Bales - Muncie, IN

Timothy Bales - Indianapolis, IN

Ronald Campbell - Indianapolis, IN

Kelly Collier - Indianapolis, IN

John Crawford - Carmel, IN

David Cropper - Indianapolis, IN

Korine Dubish - Indianapolis, IN

Greg A. Haney - Indianapolis, IN

Jody Hendryx - Mooresville, IN

Marty Larch - Camby, IN

K. Duane Nelson - Rensselaer, IN

Mark E. Rhodes - Indianapolis, IN

David Sanders - Indianapolis, IN

Bob Scott - Osleola, IN

Robert Wagler - Lagrange, IN

Nikki Wheeler - New Palestine, IN

Dick Whitcraft - Cassopolis, MI