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Chase David Mitchell

Intrepid Financial Planning Group, LLC

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About Chase David Mitchell

Chase Mitchell is a registered investment advisor representative, holding a Series 65 license. Chase has been working in the financial industry since 2018. Currently, Chase is affiliated with Intrepid Financial Planning Group, LLC and is registered to provide investment advice in Indiana.

Firm Information

Chase Mitchell is currently registered with Intrepid Financial Planning Group, LLC. Intrepid Financial Planning Group, LLC is an investment advisor headquartered in Carmel, Indiana. The firm manages a total of $316,089,417 in client assets, primarily for individuals, corporations, and charitable organizations. They offer portfolio management services and do not participate in wrap fee programs.
Intrepid Financial Planning Group, LLC

2454 E. 116TH STREET

CARMEL, IN 46032

$316.09M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chase Mitchell’s Registration & Firm History

IN

07/06/2024 - Present

Intrepid Financial Planning Group, LLC (CARMEL IN)

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Licenses & Designations

IA

Issued 07/05/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chase David Mitchell.
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