Invested Better
Unclaimed

Unclaimed

Unclaimed

Korine Kim Larson

Intrepid Financial Planning Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Korine? Claim Your Profile

About Korine Kim Larson

Korine Kim Larson is an investment advisor representative associated with Intrepid Financial Planning Group, LLC. Korine Kim Larson has been in the industry since 2004 and is registered in Indiana and California. Korine Kim Larson specializes in providing financial advice to individuals and corporations.

Firm Information

Korine Larson 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.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Korine Larson’s Registration & Firm History

IN

06/01/2006 - Present

Intrepid Financial Planning Group, LLC (CARMEL IN)

IN

07/09/2007 - 07/01/2010

MORRIS GROUP, INC. (INDIANAPOLIS IN)

IN

09/23/2004 - 12/31/2006

MORRIS GROUP, INC. (INDIANAPOLIS IN)

Not sure if Korine Kim Larson is right for you?

Licenses & Designations

BOTH

Issued 11/08/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Korine Kim Larson.
Not sure if Korine Kim Larson is right for you?