Principal OwnerIntrepid Financial Planning Group, LLCCRD 7118830
About Joan K Locke
Joan K Locke is listed as Principal Owner at Intrepid Financial Planning Group, LLC in Carmel, IN. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Intrepid Financial Planning Group, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Joan K Locke work?
Joan K Locke is listed as Principal Owner at Intrepid Financial Planning Group, LLC on SEC Form ADV.
How much of Intrepid Financial Planning Group, LLC does Joan K Locke own?
Form ADV reports a beneficial ownership band of 50-75%.