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David Henry Cropper

Intrepid Financial Planning Group, LLC

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About David Henry Cropper

David Cropper is an investment advisor representative at Intrepid Financial Planning Group, LLC in Carmel, Indiana. He is a Registered Investment Advisor and holds Series 6, Series 63, and Series 65 licenses. David is a partner at Brinkerhoff Cropper & Associates, P.C., a CPA firm. David has been in the financial services industry since 2001. David specializes in portfolio management for individuals, corporations, and charitable organizations. He has experience in various aspects of financial planning, including asset allocation, investment strategy, and retirement planning. David has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals.

Firm Information

David Cropper 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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David Cropper’s Registration & Firm History

IN

07/23/2021 - Present

Intrepid Financial Planning Group, LLC (Carmel IN)

IN

01/02/2004 - 01/06/2009

MORRIS GROUP, INC. (INDIANAPOLIS IN)

MA

01/21/2003 - 12/31/2003

WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)

IN

11/08/2001 - 01/08/2003

MORRIS GROUP, INC. (INDIANAPOLIS IN)

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Licenses & Designations

IA

Issued 07/02/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/12/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/07/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Henry Cropper.
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