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Jo ann Hendryx

Intrepid Financial Planning Group, LLC

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About Jo ann Hendryx

Jo ann Hendryx is a Registered Investment Advisor representative with Intrepid Financial Planning Group, LLC. Jo ann has been in the industry since 1993. Jo ann has been registered with Intrepid Financial Planning Group, LLC since 2002. Jo ann has also worked for other firms including Morris Group, Inc., Waterstone Financial Group, Inc., Terra Securities Corporation, MML Investors Services, Inc., G. R. Phelps & Co., Inc. and Franklin Financial Services Corporation. Jo ann is licensed in the state of Indiana. Jo ann is a Certified Public Accountant (CPA) and a lawyer. Jo ann provides tax and estate planning services through her own practice.

Firm Information

Jo ann Hendryx 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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Jo ann Hendryx’s Registration & Firm History

IN

02/07/2002 - Present

Intrepid Financial Planning Group, LLC (INDIANAPOLIS IN)

IN

01/05/2004 - 07/08/2009

MORRIS GROUP, INC. (INDIANAPOLIS IN)

MA

05/21/1999 - 12/31/2003

WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)

IL

11/10/1997 - 05/20/1999

TERRA SECURITIES CORPORATION (SCHAUMBURG IL)

MA

04/17/1997 - 08/04/1997

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

MA

03/01/1996 - 08/16/1996

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

08/24/1993 - 03/01/1996

G. R. PHELPS & CO., INC.

TX

07/26/1993 - 08/20/1993

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

IA

Issued 01/16/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/2000

Series 7 - General Securities Representative Examination

BC

Issued 07/23/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jo ann Hendryx.
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