Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Aaylene Collier is an Investment Advisor Representative at Intrepid Financial Planning Group, LLC, based in Carmel, Indiana. Kelly is registered with the state of Indiana and South Carolina. Kelly has been in the financial industry since 2004 and has held positions at Morris Group, Inc. and Haney CPA Group PC. Kelly is a Series 66 and Series 7 licensed professional and specializes in portfolio management for individuals. Intrepid Financial Planning Group, LLC is a fee-only investment advisor that specializes in providing financial advice to individuals, families, and businesses. The firm is headquartered in Carmel, Indiana, and has offices in Myrtle Beach, South Carolina.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
IN
11/23/2015 - Present
Intrepid Financial Planning Group, LLC (CARMEL IN)
IN
09/30/2008 - 07/01/2010
MORRIS GROUP, INC. (INDIANAPOLIS IN)
IN
09/23/2004 - 12/31/2006
MORRIS GROUP, INC. (INDIANAPOLIS IN)
BOTH
Issued 11/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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