Douglas Francis Bales
Investment adviser representative at Intrepid Financial Planning Group, LLC
26 yearsExperience
12 statesRegistered in
$390.4MFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
26 years in the industry.
- Intrepid FinancialFeb 2000 to now
- Intrepid Financial Planning Group, LLCJan 2000 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 12 states (AZ, CA, FL, GA, IL, IN, KY, MI, NY, OH, TX, VA).
Intrepid Financial Planning Group, LLC
$390.4MAssets managed
1,457Clients
10Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1858326
- Firm CRD
- 112196