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Ronald Eugene Campbell

Intrepid Financial Planning Group, LLC

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About Ronald Eugene Campbell

Ronald Eugene Campbell is a financial advisor at Intrepid Financial Planning Group, LLC, located in Carmel, Indiana. Ronald has been in the financial services industry since 1994 and is a Certified Financial Planner. Ronald has experience working with individuals, high net worth individuals, charitable organizations, and corporations or other businesses. Ronald also provides financial planning and tax and accounting services.

Firm Information

Ronald Campbell 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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Ronald Campbell’s Registration & Firm History

IN

01/09/2024 - Present

Intrepid Financial Planning Group, LLC (Carmel IN)

MA

07/30/1998 - 12/31/2003

WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)

CA

12/01/1994 - 07/28/1998

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 12/01/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/1998

Series 7 - General Securities Representative Examination

BC

Issued 11/30/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Eugene Campbell.
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